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
$8.96B
AUM Growth
+$565M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$24.2M
3
+$18.3M
4
UL icon
Unilever
UL
+$17.7M
5
PVH icon
PVH
PVH
+$17.5M

Top Sells

1
+$31.3M
2
+$27.2M
3
+$19M
4
SPXC icon
SPX Corp
SPXC
+$18M
5
VYX icon
NCR Voyix
VYX
+$17.7M

Sector Composition

1 Healthcare 16.98%
2 Industrials 16.66%
3 Technology 16.47%
4 Financials 13.37%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4.2M 0.05%
10,297
352
$4.14M 0.05%
306,950
+21,271
353
$4.12M 0.05%
39,240
+219
354
$4.07M 0.05%
109,006
-3,518
355
$4.06M 0.05%
182,446
+12,657
356
$4.01M 0.04%
70,996
-38,668
357
$3.99M 0.04%
34,288
-49
358
$3.98M 0.04%
152,772
+10,570
359
$3.94M 0.04%
388,175
-220,096
360
$3.89M 0.04%
72,701
-782
361
$3.83M 0.04%
287,709
+24,265
362
$3.82M 0.04%
37,278
+140
363
$3.79M 0.04%
13,620
-4,859
364
$3.77M 0.04%
44,930
-6,215
365
$3.67M 0.04%
105,992
-6,763
366
$3.64M 0.04%
19,041
-1,601
367
$3.62M 0.04%
82,986
-477
368
$3.59M 0.04%
92,882
+6,428
369
$3.58M 0.04%
10,305
+18
370
$3.48M 0.04%
13,699
371
$3.48M 0.04%
7,848
+3
372
$3.46M 0.04%
30,075
-54,101
373
$3.44M 0.04%
47,840
374
$3.37M 0.04%
33,206
+2,300
375
$3.36M 0.04%
161,603
-4,165
13 14
15
16 17