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
201
$212K 0.01%
475
202
$206K 0.01%
+2,108
203
$206K 0.01%
+1,068
204
$205K 0.01%
2,000
205
$152K 0.01%
+10,788
206
$21.4K ﹤0.01%
11,111
207
$19.6K ﹤0.01%
19,000
208
-6,200
209
-3,123
210
-6,000