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
$1.35B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$29.2M
2 +$21.9M
3 +$20M
4
V icon
Visa
V
+$19.6M
5
DUK icon
Duke Energy
DUK
+$18.4M

Top Sells

1 +$28.2M
2 +$27M
3 +$26.3M
4
AEP icon
American Electric Power
AEP
+$18.7M
5
MSFT icon
Microsoft
MSFT
+$1.1M

Sector Composition

1 Financials 13.62%
2 Healthcare 13.33%
3 Industrials 12.87%
4 Technology 12.53%
5 Consumer Staples 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,385
152
-1,756
153
-4,750
154
-904
155
-2,906
156
-5,000
157
-6,412