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
$4.3B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$21.6M
3
+$14.5M
4
BSFT
BroadSoft, Inc.
BSFT
+$13.4M
5
HWC icon
Hancock Whitney
HWC
+$12.9M

Top Sells

1
+$14.2M
2
+$11.5M
3
+$11.2M
4
UEIC icon
Universal Electronics
UEIC
+$10.9M
5
LXU icon
LSB Industries
LXU
+$8.84M

Sector Composition

1 Healthcare 16.6%
2 Industrials 14.82%
3 Consumer Discretionary 11.44%
4 Technology 11.38%
5 Financials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$874K 0.02%
46,700
+4,450
352
$873K 0.02%
8,102
-102
353
$873K 0.02%
33,534
354
$872K 0.02%
10,407
355
$868K 0.02%
13,489
+1,074
356
$865K 0.02%
13,975
-420
357
$861K 0.02%
17,612
-745
358
$851K 0.02%
33,150
-1,136
359
$821K 0.02%
7,041
+150
360
$819K 0.02%
27,827
-890
361
$811K 0.02%
29,510
+10,000
362
$807K 0.02%
21,031
+4,557
363
$801K 0.02%
28,590
-1,870
364
$795K 0.02%
11,520
-166
365
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16,180
366
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21,886
+2,212
367
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23,764
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368
$782K 0.02%
19,670
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369
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17,357
-1,160
370
$776K 0.02%
8,912
-8
371
$774K 0.02%
7,600
-900
372
$772K 0.02%
6,761
-15
373
$764K 0.02%
15,561
+1,805
374
$763K 0.02%
37,095
-10,650
375
$720K 0.02%
8,774
-8,762
13 14
15
16 17