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
$6.79B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$25M
3
+$22.1M
4
VYX icon
NCR Voyix
VYX
+$18.1M
5
NFG icon
National Fuel Gas
NFG
+$17.9M

Top Sells

1
+$46.8M
2
+$24.6M
3
+$19.8M
4
MHK icon
Mohawk Industries
MHK
+$19M
5
HOUS icon
Anywhere Real Estate
HOUS
+$18.9M

Sector Composition

1 Healthcare 15.12%
2 Technology 15.06%
3 Financials 14.6%
4 Industrials 12.39%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4.07M 0.06%
96,740
-26,670
327
$4.06M 0.06%
98,245
-92,047
328
$3.98M 0.06%
45,234
-1,055
329
$3.97M 0.06%
140,589
+4,660
330
$3.94M 0.06%
58,662
-53,261
331
$3.94M 0.06%
27,101
-254
332
$3.9M 0.06%
61,397
-390
333
$3.89M 0.06%
121,063
-8,808
334
$3.76M 0.06%
52,251
-83,770
335
$3.75M 0.06%
253,896
-17,319
336
$3.68M 0.05%
36,238
-25,199
337
$3.67M 0.05%
27,632
-490
338
$3.67M 0.05%
34,485
-677
339
$3.66M 0.05%
130,463
-1,631
340
$3.61M 0.05%
49,070
+4,056
341
$3.59M 0.05%
83,605
+780
342
$3.56M 0.05%
65,344
+2,953
343
$3.56M 0.05%
99,368
+2,912
344
$3.54M 0.05%
109,688
-1,440
345
$3.51M 0.05%
67,779
-17,481
346
$3.5M 0.05%
103,736
+6,530
347
$3.47M 0.05%
52,133
-2,623
348
$3.47M 0.05%
19,529
+260
349
$3.45M 0.05%
13,832
+267
350
$3.43M 0.05%
43,049
+2,936
12 13
14
15 16