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
$1.4B
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$21M
2 +$14.8M
3 +$1.71M
4
VZ icon
Verizon
VZ
+$1.15M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$926K

Top Sells

1 +$23.6M
2 +$8.42M
3 +$1.56M
4
OGN icon
Organon & Co
OGN
+$899K
5
MAA icon
Mid-America Apartment Communities
MAA
+$811K

Sector Composition

1 Financials 14.72%
2 Healthcare 13.72%
3 Technology 13.38%
4 Industrials 12.58%
5 Consumer Staples 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-29,741
152
-6,304
153
-4,489