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
301
$2.04M 0.05%
67,050
+2,750
302
$1.94M 0.04%
21,022
-204
303
$1.94M 0.04%
44,800
+652
304
$1.91M 0.04%
30,660
-2,000
305
$1.84M 0.04%
23,998
+70
306
$1.8M 0.04%
4,223
+580
307
$1.77M 0.04%
20,029
308
$1.76M 0.04%
15,274
-1,340
309
$1.76M 0.04%
24,138
+446
310
$1.74M 0.04%
2,548
-152
311
$1.72M 0.04%
30,457
-21,458
312
$1.71M 0.04%
19,654
-100
313
$1.68M 0.04%
783,042
-1,920
314
$1.67M 0.04%
39,118
315
$1.67M 0.04%
26,803
+15,397
316
$1.59M 0.04%
49,820
+484
317
$1.56M 0.04%
20,289
+139
318
$1.55M 0.03%
17,605
-1,120
319
$1.5M 0.03%
10,700
-81
320
$1.48M 0.03%
14,379
+800
321
$1.48M 0.03%
24,341
+513
322
$1.46M 0.03%
114,065
-230
323
$1.37M 0.03%
46,619
-79,777
324
$1.36M 0.03%
10,475
+3,002
325
$1.32M 0.03%
15,043
-684
11 12
13
14 15