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
$1.43B
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$3.02M
3
+$2.34M
4
MDT icon
Medtronic
MDT
+$2.02M
5
DLR icon
Digital Realty Trust
DLR
+$1.97M

Top Sells

1
+$19M
2
+$7.84M
3
+$3.08M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.34M
5
MRK icon
Merck
MRK
+$1.07M

Sector Composition

1 Healthcare 16.17%
2 Technology 13.12%
3 Financials 12.95%
4 Consumer Staples 10.43%
5 Industrials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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