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
$1.57B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$12.9M
3
+$7.34M
4
AAPL icon
Apple
AAPL
+$7.14M
5
MSFT icon
Microsoft
MSFT
+$5.08M

Top Sells

1
+$14.9M
2
+$775K
3
+$477K
4
PEP icon
PepsiCo
PEP
+$467K
5
WM icon
Waste Management
WM
+$386K

Sector Composition

1 Healthcare 16.87%
2 Technology 14%
3 Financials 13.6%
4 Industrials 9.78%
5 Consumer Staples 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.9M 0.12%
+33,865
77
$1.83M 0.12%
9,758
+818
78
$1.77M 0.11%
+17,588
79
$1.7M 0.11%
20,944
+139
80
$1.64M 0.1%
+3,683
81
$1.6M 0.1%
+23,227
82
$1.58M 0.1%
+55,151
83
$1.58M 0.1%
+31,713
84
$1.55M 0.1%
17,590
-370
85
$1.53M 0.1%
+3,445
86
$1.53M 0.1%
14,391
+246
87
$1.48M 0.09%
+3,226
88
$1.4M 0.09%
+1,094
89
$1.38M 0.09%
25,303
+4,603
90
$1.35M 0.09%
10,190
-146
91
$1.33M 0.08%
+45,468
92
$1.31M 0.08%
+3,935
93
$1.27M 0.08%
+2,606
94
$1.27M 0.08%
12,280
+150
95
$1.27M 0.08%
+15,157
96
$1.26M 0.08%
4,465
-490
97
$1.21M 0.08%
+6,200
98
$1.19M 0.08%
+13,993
99
$1.17M 0.07%
+9,274
100
$1.17M 0.07%
4,243
+200
2 3
4
5 6