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
$6.79B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$25M
3
+$22.1M
4
VYX icon
NCR Voyix
VYX
+$18.1M
5
NFG icon
National Fuel Gas
NFG
+$17.9M

Top Sells

1
+$46.8M
2
+$24.6M
3
+$19.8M
4
MHK icon
Mohawk Industries
MHK
+$19M
5
HOUS icon
Anywhere Real Estate
HOUS
+$18.9M

Sector Composition

1 Healthcare 15.12%
2 Technology 15.06%
3 Financials 14.6%
4 Industrials 12.39%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.31M 0.08%
116,174
-27,598
277
$5.29M 0.08%
73,793
-4,033
278
$5.29M 0.08%
37,648
-527
279
$5.28M 0.08%
114,377
-6,047
280
$5.27M 0.08%
+253,060
281
$5.27M 0.08%
88,759
+3,851
282
$5.22M 0.08%
14,779
-46
283
$5.2M 0.08%
147,392
-27,790
284
$5.17M 0.08%
84,601
+2,866
285
$5.08M 0.07%
32,416
-1,250
286
$5.04M 0.07%
33,065
-1,772
287
$5.03M 0.07%
113,878
-2,500
288
$5.03M 0.07%
70,131
-5,694
289
$5M 0.07%
68,276
-97,051
290
$4.97M 0.07%
76,325
+4,066
291
$4.95M 0.07%
50,358
-2,055
292
$4.93M 0.07%
156,313
-188,600
293
$4.93M 0.07%
125,175
-123,397
294
$4.91M 0.07%
32,558
-6,554
295
$4.87M 0.07%
72,019
-2,202
296
$4.86M 0.07%
75,483
-1,250
297
$4.86M 0.07%
28,812
-1,018
298
$4.84M 0.07%
89,533
-13,872
299
$4.83M 0.07%
18,984
-14
300
$4.81M 0.07%
42,656
-744
10 11
12
13 14