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
$895M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$24.3M
2 +$22.6M
3 +$21.4M
4
CVS icon
CVS Health
CVS
+$20.2M
5
AMGN icon
Amgen
AMGN
+$4M

Top Sells

1 +$25.8M
2 +$25.6M
3 +$23.2M
4
TGT icon
Target
TGT
+$21.7M
5
O icon
Realty Income
O
+$20.9M

Sector Composition

1 Technology 16.7%
2 Industrials 14.96%
3 Healthcare 14.5%
4 Consumer Staples 9.51%
5 Energy 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-175,339
127
-300,174
128
-5,740
129
-4,441
130
-4,000
131
-4,300
132
-626,929