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
251
$3.77M 0.08%
221,221
-424
252
$3.75M 0.08%
138,057
-1,000
253
$3.67M 0.08%
66,775
-135
254
$3.67M 0.08%
57,086
-115
255
$3.64M 0.08%
48,880
+274
256
$3.6M 0.08%
57,185
-3,555
257
$3.57M 0.08%
17,292
-330
258
$3.55M 0.08%
107,881
-215
259
$3.53M 0.08%
540,177
-79,912
260
$3.46M 0.08%
35,186
-13,684
261
$3.44M 0.08%
321,875
-207
262
$3.44M 0.08%
70,677
-1,612
263
$3.41M 0.08%
+11,459
264
$3.39M 0.08%
112,884
-17,895
265
$3.33M 0.08%
+213,520
266
$3.33M 0.07%
253,102
-74,418
267
$3.31M 0.07%
81,591
+5,366
268
$3.29M 0.07%
54,457
-4,705
269
$3.28M 0.07%
41,674
+463
270
$3.24M 0.07%
50,280
271
$3.23M 0.07%
63,147
-125
272
$3.11M 0.07%
45,809
-149
273
$3.07M 0.07%
34,940
-25,602
274
$3.05M 0.07%
26,836
-1,082
275
$3.05M 0.07%
426,818
+8,480
9 10
11
12 13