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
$1.57B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$12.9M
3
+$7.34M
4
AAPL icon
Apple
AAPL
+$7.14M
5
MSFT icon
Microsoft
MSFT
+$5.08M

Top Sells

1
+$14.9M
2
+$775K
3
+$477K
4
PEP icon
PepsiCo
PEP
+$467K
5
WM icon
Waste Management
WM
+$386K

Sector Composition

1 Healthcare 16.87%
2 Technology 14%
3 Financials 13.6%
4 Industrials 9.78%
5 Consumer Staples 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$304K 0.02%
4,251
+437
177
$295K 0.02%
2,529
+5
178
$284K 0.02%
2,605
+337
179
$280K 0.02%
2,864
180
$275K 0.02%
+2,486
181
$274K 0.02%
6,249
182
$267K 0.02%
1,012
+12
183
$262K 0.02%
1,112
184
$261K 0.02%
17,244
+3,425
185
$259K 0.02%
6,775
186
$256K 0.02%
1,624
-324
187
$251K 0.02%
1,500
188
$250K 0.02%
4,368
+437
189
$242K 0.02%
736
190
$240K 0.02%
3,291
+84
191
$239K 0.02%
+7,038
192
$234K 0.01%
+1,315
193
$228K 0.01%
895
194
$226K 0.01%
3,225
195
$220K 0.01%
+459
196
$217K 0.01%
+275
197
$215K 0.01%
1,987
198
$215K 0.01%
+400
199
$215K 0.01%
872
-138
200
$214K 0.01%
819
-765
5 6 7
8
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