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
301
$5.74M 0.06%
77,094
-3,130
302
$5.7M 0.06%
42,917
-6,414
303
$5.68M 0.06%
23,256
-459
304
$5.67M 0.06%
69,675
-70,531
305
$5.61M 0.06%
139,768
+9,598
306
$5.54M 0.06%
25,858
+118
307
$5.5M 0.06%
12,827
-168
308
$5.42M 0.06%
35,775
+40
309
$5.41M 0.06%
32,969
-138
310
$5.37M 0.06%
192,915
+13,381
311
$5.37M 0.06%
520,066
+36,052
312
$5.35M 0.06%
388,528
+26,970
313
$5.35M 0.06%
54,655
+25
314
$5.32M 0.06%
128,005
+8,890
315
$5.3M 0.06%
484,762
-197,429
316
$5.29M 0.06%
29,935
-1,923
317
$5.24M 0.06%
37,182
-837
318
$5.24M 0.06%
29,839
-12,181
319
$5.21M 0.06%
91,220
-73,923
320
$5.14M 0.06%
10,063
+873
321
$5.08M 0.06%
43,220
-12
322
$5.04M 0.06%
23,784
-333
323
$5.03M 0.06%
74,591
+1,207
324
$4.99M 0.06%
162,884
-1,433
325
$4.98M 0.06%
19,956
+3,632
11 12
13
14 15