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
$8.96B
AUM Growth
+$565M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$24.2M
3
+$18.3M
4
UL icon
Unilever
UL
+$17.7M
5
PVH icon
PVH
PVH
+$17.5M

Top Sells

1
+$31.3M
2
+$27.2M
3
+$19M
4
SPXC icon
SPX Corp
SPXC
+$18M
5
VYX icon
NCR Voyix
VYX
+$17.7M

Sector Composition

1 Healthcare 16.98%
2 Industrials 16.66%
3 Technology 16.47%
4 Financials 13.37%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6.94M 0.08%
76,008
+5,223
277
$6.93M 0.08%
67,596
-1,565
278
$6.87M 0.08%
84,335
+5,837
279
$6.75M 0.08%
+216,952
280
$6.64M 0.07%
205,184
-23,433
281
$6.63M 0.07%
481,641
-4,299
282
$6.56M 0.07%
112,953
-20,572
283
$6.41M 0.07%
233,435
-44,214
284
$6.41M 0.07%
66,745
+50
285
$6.39M 0.07%
+73,416
286
$6.27M 0.07%
23,541
-1,619
287
$6.24M 0.07%
263,152
-30,933
288
$6.17M 0.07%
27,034
-783
289
$6.16M 0.07%
105,867
+64,680
290
$6.05M 0.07%
101,610
-41,573
291
$6M 0.07%
62,155
+362
292
$5.93M 0.07%
82,469
+200
293
$5.92M 0.07%
175,354
+12,134
294
$5.89M 0.07%
+66,397
295
$5.88M 0.07%
+125,474
296
$5.81M 0.06%
196,328
-2,503
297
$5.81M 0.06%
49,490
+3,440
298
$5.79M 0.06%
130,539
+9,047
299
$5.79M 0.06%
65,263
+938
300
$5.75M 0.06%
167,389
+11,602
10 11
12
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