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
$4.45B
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$20.8M
3
+$13.7M
4
AMZN icon
Amazon
AMZN
+$12.1M
5
MDT icon
Medtronic
MDT
+$11.6M

Top Sells

1
+$36.9M
2
+$13.8M
3
+$13.4M
4
MSFT icon
Microsoft
MSFT
+$12.8M
5
BAX icon
Baxter International
BAX
+$12.2M

Sector Composition

1 Healthcare 17.69%
2 Industrials 13.97%
3 Technology 13.2%
4 Consumer Discretionary 11.82%
5 Financials 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.76M 0.11%
45,864
227
$4.75M 0.11%
166,190
-2,320
228
$4.7M 0.11%
68,275
-19,983
229
$4.7M 0.11%
244,045
-225,379
230
$4.57M 0.1%
+1,028,630
231
$4.56M 0.1%
42,586
-200
232
$4.47M 0.1%
146,540
-340
233
$4.43M 0.1%
90,428
-180
234
$4.31M 0.1%
33,585
235
$4.28M 0.1%
137,724
-270
236
$4.28M 0.1%
98,468
-3,175
237
$4.23M 0.1%
105,149
-1,564
238
$4.16M 0.09%
144,658
-198,444
239
$4.12M 0.09%
51,429
-3,262
240
$4.05M 0.09%
87,190
-175
241
$4.05M 0.09%
70,888
-3,647
242
$4.04M 0.09%
155,124
-12,000
243
$4.02M 0.09%
174,451
-350
244
$4.02M 0.09%
108,095
-133,273
245
$3.97M 0.09%
107,135
+7,862
246
$3.94M 0.09%
69,546
+1,778
247
$3.87M 0.09%
86,093
-175
248
$3.83M 0.09%
96,011
-195
249
$3.79M 0.09%
90,069
+798
250
$3.77M 0.08%
406,106
+87,328
8 9
10
11 12