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
301
$4.74M 0.08%
+231,649
302
$4.74M 0.08%
+322,827
303
$4.71M 0.08%
26,440
-26,378
304
$4.7M 0.08%
+479,595
305
$4.69M 0.08%
+16,734
306
$4.56M 0.08%
+60,439
307
$4.55M 0.08%
+112,351
308
$4.5M 0.08%
+240,711
309
$4.48M 0.08%
+299,838
310
$4.41M 0.08%
+99,902
311
$4.41M 0.08%
+96,110
312
$4.39M 0.08%
+445,062
313
$4.38M 0.08%
+363,141
314
$4.37M 0.08%
+55,593
315
$4.28M 0.08%
+75,153
316
$4.27M 0.08%
+367,406
317
$4.24M 0.08%
36,536
+2,102
318
$4.21M 0.07%
+190,957
319
$4.2M 0.07%
101,054
+3,721
320
$4.12M 0.07%
+35,513
321
$4.11M 0.07%
+118,562
322
$4.09M 0.07%
+75,398
323
$4.05M 0.07%
+710,371
324
$3.95M 0.07%
+1,174,939
325
$3.95M 0.07%
+36,401
11 12
13
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