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
$625M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$21.8M
2 +$21.7M
3 +$20.7M
4
CVX icon
Chevron
CVX
+$20.5M
5
JNJ icon
Johnson & Johnson
JNJ
+$18.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.63%
2 Healthcare 11.12%
3 Consumer Staples 11.01%
4 Industrials 9.25%
5 Energy 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$214K 0.03%
+5,515
102
$212K 0.03%
+4,745
103
$211K 0.03%
+5,355
104
$205K 0.03%
+22,610
105
$201K 0.03%
+2,900
106
$137K 0.02%
+1,250
107
$123K 0.02%
+25,765
108
$71K 0.01%
+3,473
109
$7K ﹤0.01%
+52