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
$9.56B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1 +$17.2M
2 +$16.5M
3 +$16.3M
4
PINC icon
Premier
PINC
+$16.1M
5
BDX icon
Becton Dickinson
BDX
+$16.1M

Top Sells

1 +$59M
2 +$50.9M
3 +$36.8M
4
DHR icon
Danaher
DHR
+$21.7M
5
HOG icon
Harley-Davidson
HOG
+$15.7M

Sector Composition

1 Technology 18.62%
2 Industrials 18.36%
3 Healthcare 16.52%
4 Financials 12.36%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$6.52M 0.07%
136,558
+1,854
302
$6.47M 0.07%
180,143
-270,246
303
$6.39M 0.07%
83,944
+1,139
304
$6.36M 0.07%
235,439
+2,081
305
$6.32M 0.07%
606,186
-7,601
306
$6.23M 0.07%
28,045
-664
307
$6.14M 0.06%
38,935
+2,640
308
$6.12M 0.06%
16,555
-5,859
309
$6.06M 0.06%
51,904
-1,805
310
$6.05M 0.06%
95,711
+531
311
$5.97M 0.06%
+38,301
312
$5.9M 0.06%
111,676
-268
313
$5.88M 0.06%
65,027
-2,853
314
$5.87M 0.06%
12,519
-505
315
$5.78M 0.06%
30,986
+139
316
$5.74M 0.06%
98,893
+441
317
$5.74M 0.06%
73,793
+335
318
$5.69M 0.06%
29,224
-3,320
319
$5.67M 0.06%
77,598
+1,897
320
$5.62M 0.06%
61,422
-65,981
321
$5.59M 0.06%
132,810
+629
322
$5.55M 0.06%
162,198
+2,170
323
$5.55M 0.06%
66,298
-64,131
324
$5.51M 0.06%
291,857
-1,951,889
325
$5.42M 0.06%
+82,633