SBH

Segall Bryant & Hamill Portfolio holdings

AUM $7.51B
1-Year Est. Return 19.26%
This Quarter Est. Return
1 Year Est. Return
+19.26%
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
251
$1.98M 0.05%
57,874
-13,439
252
$1.97M 0.05%
17,930
253
$1.88M 0.04%
65,800
254
$1.86M 0.04%
21,152
-400
255
$1.84M 0.04%
200,188
-14,300
256
$1.83M 0.04%
52,873
-18,257
257
$1.79M 0.04%
45,950
-13,200
258
$1.76M 0.04%
26,436
-19,076
259
$1.75M 0.04%
38,758
-26,107
260
$1.74M 0.04%
64,599
-33,369
261
$1.7M 0.04%
24,367
-103
262
$1.68M 0.04%
23,106
+3,801
263
$1.67M 0.04%
22,000
-20,005
264
$1.66M 0.04%
40,800
+1,000
265
$1.66M 0.04%
35,263
-25,282
266
$1.63M 0.04%
33,298
-5,000
267
$1.63M 0.04%
20,039
-1,753
268
$1.62M 0.04%
14,544
-5,077
269
$1.62M 0.04%
3,013
-477
270
$1.61M 0.04%
16,027
-1,833
271
$1.58M 0.04%
90,633
-817,125
272
$1.55M 0.04%
27,761
-17,747
273
$1.51M 0.04%
175,865
-61,639
274
$1.49M 0.04%
137,582
+66,292
275
$1.49M 0.04%
4,728
-2,052
9 10
11
12 13