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
251
$6.15M 0.11%
33,340
+3,549
252
$6.07M 0.11%
+70,402
253
$6.03M 0.11%
+152,363
254
$6.02M 0.11%
+89,728
255
$6.02M 0.11%
+55,114
256
$5.98M 0.11%
+104,669
257
$5.93M 0.11%
+22,359
258
$5.86M 0.1%
83,462
+2,269
259
$5.83M 0.1%
+84,931
260
$5.81M 0.1%
53,298
+3,889
261
$5.75M 0.1%
+255,232
262
$5.74M 0.1%
+132,712
263
$5.73M 0.1%
108,831
+2,996
264
$5.71M 0.1%
+81,305
265
$5.69M 0.1%
134,684
+8,868
266
$5.69M 0.1%
+85,813
267
$5.66M 0.1%
20,990
+1,233
268
$5.64M 0.1%
+95,319
269
$5.57M 0.1%
11,079
-776
270
$5.47M 0.1%
+67,542
271
$5.43M 0.1%
+89,475
272
$5.38M 0.1%
+97,112
273
$5.38M 0.1%
+343,512
274
$5.37M 0.1%
+97,935
275
$5.36M 0.1%
80,339
-838
9 10
11
12 13