SBH

Segall Bryant & Hamill Portfolio holdings

AUM $7.12B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.2B
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$26M
3
+$11.9M
4
AAPL icon
Apple
AAPL
+$11.7M
5
MG icon
Mistras Group
MG
+$11.2M

Top Sells

1
+$26.3M
2
+$20.9M
3
+$14.7M
4
CDNS icon
Cadence Design Systems
CDNS
+$14.3M
5
AMZN icon
Amazon
AMZN
+$12.1M

Sector Composition

1 Healthcare 16.84%
2 Industrials 14.37%
3 Technology 11.34%
4 Consumer Discretionary 11.08%
5 Financials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.35M 0.08%
48,513
-1,200
227
$3.24M 0.08%
32,988
-1,138
228
$3.13M 0.07%
58,111
-5,310
229
$2.96M 0.07%
43,491
-4,780
230
$2.89M 0.07%
79,881
-5,538
231
$2.87M 0.07%
+8,334
232
$2.83M 0.07%
57,892
-10,678
233
$2.8M 0.07%
+35,894
234
$2.78M 0.07%
32,977
-2,900
235
$2.69M 0.06%
25,326
-643
236
$2.65M 0.06%
31,975
-5,470
237
$2.63M 0.06%
98,390
-5,860
238
$2.58M 0.06%
+21,796
239
$2.52M 0.06%
100,707
-8,229
240
$2.5M 0.06%
30,906
-3,301
241
$2.44M 0.06%
107,076
-76,084
242
$2.41M 0.06%
35,923
-26,199
243
$2.35M 0.06%
108,845
-33,703
244
$2.27M 0.05%
34,600
+19,578
245
$2.26M 0.05%
46,580
-1,476
246
$2.24M 0.05%
29,166
-6,044
247
$2.22M 0.05%
27,014
-8,225
248
$2.19M 0.05%
285,346
+3,369
249
$2.15M 0.05%
18,124
-4,427
250
$2.1M 0.05%
14,686
-500
8 9
10
11 12