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
$1.39B
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$3.11M
2 +$2.26M
3 +$1.15M
4
BK icon
Bank of New York Mellon
BK
+$988K
5
NEE icon
NextEra Energy
NEE
+$935K

Top Sells

1 +$16.2M
2 +$11.2M
3 +$10.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.62M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.71M

Sector Composition

1 Financials 14.49%
2 Healthcare 13.8%
3 Industrials 13.3%
4 Technology 13.14%
5 Consumer Staples 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,464
152
-1,204
153
-3,923
154
-29,000
155
-87,435