SBH

Segall Bryant & Hamill Portfolio holdings

AUM $7.51B
1-Year Est. Return 19.26%
This Quarter Est. Return
1 Year Est. Return
+19.26%
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
$873K 0.02%
8,102
-102
352
$873K 0.02%
33,534
353
$872K 0.02%
10,407
354
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13,489
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17,612
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33,150
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358
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359
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27,827
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360
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29,510
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361
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21,031
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362
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28,590
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363
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11,520
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364
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16,180
365
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15,561
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37,095
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374
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8,774
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375
$716K 0.02%
14,058
-176