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
276
$2.99M 0.07%
36,376
+18,145
277
$2.94M 0.07%
31,852
-1,000
278
$2.92M 0.07%
44,617
-3,447
279
$2.89M 0.07%
67,488
-21,020
280
$2.82M 0.06%
81,563
+1,365
281
$2.77M 0.06%
100,941
-1,935
282
$2.66M 0.06%
112,683
-91,817
283
$2.54M 0.06%
73,197
-145
284
$2.53M 0.06%
183,035
-360
285
$2.46M 0.06%
30,315
-87
286
$2.44M 0.06%
99,128
+9,140
287
$2.37M 0.05%
56,261
-530
288
$2.35M 0.05%
197,938
289
$2.3M 0.05%
97,030
-148,950
290
$2.25M 0.05%
172,220
-340
291
$2.24M 0.05%
128,844
+36,430
292
$2.22M 0.05%
13,286
-500
293
$2.21M 0.05%
45,806
294
$2.2M 0.05%
17,719
-1,500
295
$2.18M 0.05%
28,825
-235
296
$2.17M 0.05%
53,880
-2,411
297
$2.16M 0.05%
31,150
-347
298
$2.1M 0.05%
48,056
+1,506
299
$2.09M 0.05%
28,341
-207
300
$2.08M 0.05%
17,930
10 11
12
13 14