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
$1B
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$25.5M
3
+$22.3M
4
MDT icon
Medtronic
MDT
+$21.6M
5
CME icon
CME Group
CME
+$15.5M

Top Sells

1
+$25.6M
2
+$24.4M
3
+$23.6M
4
INTC icon
Intel
INTC
+$23.1M
5
SON icon
Sonoco
SON
+$22.7M

Sector Composition

1 Healthcare 19.79%
2 Technology 12.36%
3 Industrials 11.71%
4 Financials 9.97%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$368K 0.04%
14,508
+164
102
$363K 0.04%
2,405
-4
103
$345K 0.03%
5,040
-1,292
104
$343K 0.03%
8,436
+106
105
$337K 0.03%
7,200
106
$336K 0.03%
6,000
107
$335K 0.03%
3,015
+312
108
$320K 0.03%
5,430
+25
109
$319K 0.03%
8,760
-42
110
$318K 0.03%
3,222
+500
111
$316K 0.03%
7,344
112
$308K 0.03%
3,985
-255
113
$306K 0.03%
7,542
114
$297K 0.03%
5,746
-1,095
115
$278K 0.03%
967
+115
116
$273K 0.03%
4,309
-447
117
$258K 0.03%
2,360
-5
118
$244K 0.02%
4,852
-451,438
119
$243K 0.02%
4,539
-292
120
$242K 0.02%
8,501
+533
121
$240K 0.02%
+8,700
122
$234K 0.02%
2,150
123
$233K 0.02%
4,811
-54
124
$229K 0.02%
2,970
-194
125
$218K 0.02%
2,700
-15
2 3 4
5
6