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
$4.45B
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$20.8M
3
+$13.7M
4
AMZN icon
Amazon
AMZN
+$12.1M
5
MDT icon
Medtronic
MDT
+$11.6M

Top Sells

1
+$36.9M
2
+$13.8M
3
+$13.4M
4
MSFT icon
Microsoft
MSFT
+$12.8M
5
BAX icon
Baxter International
BAX
+$12.2M

Sector Composition

1 Healthcare 17.69%
2 Industrials 13.97%
3 Technology 13.2%
4 Consumer Discretionary 11.82%
5 Financials 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$938K 0.02%
5,283
352
$934K 0.02%
90,132
-4,836
353
$931K 0.02%
40,677
-98,143
354
$916K 0.02%
11,159
+30
355
$910K 0.02%
6,500
+2,278
356
$904K 0.02%
+28,169
357
$900K 0.02%
7,999
+200
358
$895K 0.02%
6,850
359
$894K 0.02%
22,271
360
$881K 0.02%
17,614
361
$881K 0.02%
8,767
-3,325
362
$880K 0.02%
14,761
+301
363
$877K 0.02%
16,685
-9,025
364
$875K 0.02%
16,569
365
$871K 0.02%
+16,062
366
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8,365
367
$847K 0.02%
12,125
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368
$844K 0.02%
13,994
-126
369
$822K 0.02%
7,950
370
$814K 0.02%
14,980
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371
$802K 0.02%
11,474
-4,845
372
$795K 0.02%
11,034
-355
373
$763K 0.02%
17,975
374
$759K 0.02%
5,475
375
$753K 0.02%
7,054
+557
13 14
15
16 17