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
276
$5.35M 0.09%
+368,074
277
$5.29M 0.09%
+140,441
278
$5.28M 0.09%
+66,575
279
$5.27M 0.09%
415,134
+11,296
280
$5.26M 0.09%
+72,621
281
$5.25M 0.09%
108,990
-243,638
282
$5.25M 0.09%
+366,355
283
$5.25M 0.09%
+315,036
284
$5.23M 0.09%
+76,005
285
$5.17M 0.09%
+119,590
286
$5.17M 0.09%
+84,577
287
$5.15M 0.09%
+62,214
288
$5.1M 0.09%
+102,870
289
$5.09M 0.09%
36,984
+16,908
290
$5.08M 0.09%
+38,113
291
$5.07M 0.09%
+124,921
292
$5.05M 0.09%
+316,672
293
$5.05M 0.09%
+451,275
294
$5.02M 0.09%
+591,881
295
$4.97M 0.09%
+231,831
296
$4.95M 0.09%
98,456
+7,523
297
$4.89M 0.09%
+350,987
298
$4.88M 0.09%
85,028
+2,313
299
$4.87M 0.09%
+519,715
300
$4.84M 0.09%
+137,870