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
326
$1.29M 0.03%
26,570
+920
327
$1.23M 0.03%
72,100
+19,300
328
$1.22M 0.03%
11,692
+727
329
$1.19M 0.03%
31,383
+342
330
$1.19M 0.03%
7,420
+600
331
$1.18M 0.03%
+160,921
332
$1.17M 0.03%
15,148
-4
333
$1.16M 0.03%
13,220
+313
334
$1.15M 0.03%
16,613
335
$1.15M 0.03%
23,454
+3,581
336
$1.14M 0.03%
29,612
-2,128
337
$1.14M 0.03%
47,910
338
$1.13M 0.03%
55,819
-6,564
339
$1.13M 0.03%
4,062
340
$1.03M 0.02%
17,950
341
$1.02M 0.02%
17,800
342
$1.02M 0.02%
12,284
343
$1M 0.02%
+8,900
344
$1M 0.02%
8,748
-1,000
345
$983K 0.02%
18,471
-57
346
$967K 0.02%
13,500
347
$947K 0.02%
75,458
+1,491
348
$944K 0.02%
+11,497
349
$943K 0.02%
12,113
+80
350
$941K 0.02%
21,955
+83
12 13
14
15 16