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
$867M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$20M
2 +$1.78M
3 +$1.67M
4
VZ icon
Verizon
VZ
+$1.43M
5
T icon
AT&T
T
+$1.27M

Top Sells

1 +$22.1M
2 +$18.8M
3 +$17.8M
4
AET
Aetna Inc
AET
+$1.35M
5
O icon
Realty Income
O
+$831K

Sector Composition

1 Consumer Staples 17.62%
2 Industrials 15.45%
3 Healthcare 14.05%
4 Technology 9.14%
5 Real Estate 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,606
127
-229,110
128
-3,566
129
-989
130
-12,000
131
-15,260