SBH

Segall Bryant & Hamill Portfolio holdings

AUM $7.39B
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.79B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$25.2M
3
+$20.9M
4
VYX icon
NCR Voyix
VYX
+$18.5M
5
SNDR icon
Schneider National
SNDR
+$18M

Top Sells

1
+$38.5M
2
+$23.9M
3
+$21.3M
4
AVGO icon
Broadcom
AVGO
+$19.8M
5
HOUS
Anywhere Real Estate
HOUS
+$18.9M

Sector Composition

1 Healthcare 15.12%
2 Technology 15.06%
3 Financials 14.6%
4 Industrials 12.39%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.43M 0.05%
+72,746
352
$3.42M 0.05%
20,479
-1,791
353
$3.41M 0.05%
47,452
-10,436
354
$3.38M 0.05%
98,248
-9,828
355
$3.35M 0.05%
31,545
-2,567
356
$3.29M 0.05%
+121,448
357
$3.27M 0.05%
171,608
+640
358
$3.26M 0.05%
13,315
-926
359
$3.18M 0.05%
17,870
-103,415
360
$3.17M 0.05%
34,289
-1,356
361
$3.14M 0.05%
8,550
+34
362
$3.13M 0.05%
16,828
-261
363
$3.11M 0.05%
156,410
-2,534
364
$3.09M 0.05%
72,230
-24,849
365
$3.08M 0.05%
34,472
-2,763
366
$3.04M 0.04%
51,870
-28,671
367
$3.04M 0.04%
28,357
-612
368
$3.01M 0.04%
190,125
-10,822
369
$2.99M 0.04%
34,965
+24,795
370
$2.98M 0.04%
13,063
+1,324
371
$2.96M 0.04%
138,727
-7,214
372
$2.96M 0.04%
11,083
-5,579
373
$2.96M 0.04%
71,786
-34,350
374
$2.94M 0.04%
41,270
-509
375
$2.94M 0.04%
24,906
-1,638
13 14
15
16 17