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
$767M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$23.1M
2 +$18.6M
3 +$18M
4
XOM icon
Exxon Mobil
XOM
+$17.2M
5
AMGN icon
Amgen
AMGN
+$12.6M

Top Sells

1 +$24.8M
2 +$22.8M
3 +$20.1M
4
NVS icon
Novartis
NVS
+$19.3M
5
ENB icon
Enbridge
ENB
+$15.9M

Sector Composition

1 Consumer Staples 17.54%
2 Industrials 15.17%
3 Technology 10.54%
4 Healthcare 10.45%
5 Financials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-429,033
127
-2,085
128
-103,197
129
-12,000