ST

Sabal Trust Portfolio holdings

AUM $1.8B
1-Year Est. Return 8.75%
This Quarter Est. Return
1 Year Est. Return
+8.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
-$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.59M
3
+$1.04M
4
VZ icon
Verizon
VZ
+$885K
5
MDT icon
Medtronic
MDT
+$867K

Top Sells

1
+$27.1M
2
+$25.2M
3
+$23.3M
4
PLD icon
Prologis
PLD
+$1.9M
5
AMZN icon
Amazon
AMZN
+$1.47M

Sector Composition

1 Industrials 13.7%
2 Technology 13.63%
3 Healthcare 13.47%
4 Financials 11.77%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.27M 0.3%
56,293
-1,135
52
$3.75M 0.26%
20,270
+1,135
53
$3.62M 0.25%
36,385
+185
54
$3.54M 0.25%
10,030
+683
55
$3.1M 0.21%
28,631
-285
56
$2.85M 0.2%
38,293
+17
57
$2.8M 0.19%
52,165
-225
58
$2.23M 0.15%
20,683
+155
59
$2.1M 0.15%
4,651
-182
60
$2.06M 0.14%
10,012
-562
61
$1.86M 0.13%
24,365
+22
62
$1.78M 0.12%
17,876
+621
63
$1.77M 0.12%
14,742
-254
64
$1.55M 0.11%
6,206
+409
65
$1.44M 0.1%
3,271
-332
66
$1.42M 0.1%
4,953
-896
67
$1.35M 0.09%
12,260
-312
68
$1.23M 0.09%
16,000
69
$1.15M 0.08%
20,000
70
$1.08M 0.07%
2,997
+1,923
71
$1.06M 0.07%
9,023
+141
72
$1.01M 0.07%
5,185
-424
73
$971K 0.07%
19,590
+692
74
$971K 0.07%
3,700
+65
75
$962K 0.07%
3,465
+380
1 2
3
4 5