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
$4.2B
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$26M
3
+$11.9M
4
AAPL icon
Apple
AAPL
+$11.7M
5
MG icon
Mistras Group
MG
+$11.2M

Top Sells

1
+$26.3M
2
+$20.9M
3
+$14.7M
4
CDNS icon
Cadence Design Systems
CDNS
+$14.3M
5
AMZN icon
Amazon
AMZN
+$12.1M

Sector Composition

1 Healthcare 16.84%
2 Industrials 14.37%
3 Technology 11.34%
4 Consumer Discretionary 11.08%
5 Financials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$817K 0.02%
27,834
-1,163
352
$811K 0.02%
5,414
-3,795
353
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31,134
-2,400
354
$807K 0.02%
56,591
+1,355
355
$806K 0.02%
7,100
-500
356
$803K 0.02%
6,787
-952
357
$803K 0.02%
11,292
-3,146
358
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11,019
359
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6,339
+200
360
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48,666
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361
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13,259
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362
$783K 0.02%
44,922
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363
$783K 0.02%
+13,152
364
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36,662
-63,805
365
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368
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369
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31,527
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370
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+25,156
371
$753K 0.02%
47,520
372
$751K 0.02%
32,619
-8,100
373
$751K 0.02%
91,625
-64,978
374
$746K 0.02%
10,678
-1,602
375
$743K 0.02%
12,824
-22,806
13 14
15
16 17