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
$902M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$23.8M
2 +$22.3M
3 +$22.2M
4
APD icon
Air Products & Chemicals
APD
+$22M
5
TWX
Time Warner Inc
TWX
+$21.9M

Top Sells

1 +$25M
2 +$23.9M
3 +$23M
4
MCD icon
McDonald's
MCD
+$20.8M
5
WFC icon
Wells Fargo
WFC
+$18.7M

Sector Composition

1 Consumer Staples 16.41%
2 Healthcare 11.7%
3 Industrials 11.66%
4 Technology 10.88%
5 Utilities 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,242
127
-105,912
128
-25,944
129
-2,200