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
$4.2B
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%
6,848
-710
352
$817K 0.02%
27,834
-1,163
353
$811K 0.02%
5,414
-3,795
354
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31,134
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355
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356
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7,100
-500
357
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11,292
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359
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360
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361
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362
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363
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364
$783K 0.02%
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365
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368
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8,217
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31,527
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372
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47,520
373
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32,619
-8,100
374
$751K 0.02%
91,625
-64,978
375
$746K 0.02%
10,678
-1,602