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
$5.64B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1 +$106M
2 +$51.3M
3 +$27.9M
4
CRGY icon
Crescent Energy
CRGY
+$24.5M
5
REVG icon
REV Group
REVG
+$21.6M

Top Sells

1 +$56.1M
2 +$28.3M
3 +$22.2M
4
ENS icon
EnerSys
ENS
+$16.4M
5
SPXC icon
SPX Corp
SPXC
+$13.9M

Sector Composition

1 Industrials 22.98%
2 Technology 18.66%
3 Financials 13.19%
4 Healthcare 12.86%
5 Consumer Discretionary 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$7.57M 0.13%
71,433
+3,857
227
$7.51M 0.13%
315,862
+8,594
228
$7.44M 0.13%
+88,916
229
$7.39M 0.13%
47,989
+7,310
230
$7.3M 0.13%
118,660
-16,054
231
$7.23M 0.13%
77,015
+2,094
232
$7.09M 0.13%
+508,347
233
$7.02M 0.12%
+119,139
234
$6.69M 0.12%
32,516
-4,421
235
$6.69M 0.12%
+406,960
236
$6.65M 0.12%
+233,439
237
$6.54M 0.12%
77,790
-8,900
238
$6.54M 0.12%
+139,946
239
$6.52M 0.12%
+162,853
240
$6.48M 0.11%
178,131
+56,826
241
$6.44M 0.11%
16,708
-3,862
242
$6.42M 0.11%
346,529
+9,428
243
$6.38M 0.11%
+34,737
244
$6.36M 0.11%
+85,638
245
$6.35M 0.11%
274,113
-110,560
246
$6.32M 0.11%
167,352
+4,544
247
$6.25M 0.11%
+53,662
248
$6.25M 0.11%
192,647
+40,271
249
$6.21M 0.11%
+271,480
250
$6.19M 0.11%
83,494
+2,271