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
$9.56B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.5M
3
+$16.3M
4
PINC icon
Premier
PINC
+$16.1M
5
BDX icon
Becton Dickinson
BDX
+$16.1M

Top Sells

1
+$59M
2
+$50.9M
3
+$36.8M
4
DHR icon
Danaher
DHR
+$21.7M
5
HOG icon
Harley-Davidson
HOG
+$15.7M

Sector Composition

1 Technology 18.62%
2 Industrials 18.36%
3 Healthcare 16.52%
4 Financials 12.36%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4.53M 0.05%
85,123
-7,472
352
$4.53M 0.05%
150,983
-9,743
353
$4.51M 0.05%
92,789
+418
354
$4.43M 0.05%
44,199
355
$4.4M 0.05%
39,716
-11,899
356
$4.39M 0.05%
22,624
-968
357
$4.33M 0.05%
103,511
-7,310
358
$4.33M 0.05%
69,610
+1,308
359
$4.19M 0.04%
115,134
+6,517
360
$4.16M 0.04%
9,040
+60
361
$4.16M 0.04%
30,134
-932
362
$4.15M 0.04%
21,110
-8,611
363
$4.12M 0.04%
38,839
-33
364
$4.01M 0.04%
10,186
-32
365
$3.99M 0.04%
34,251
-36
366
$3.99M 0.04%
55,744
-5,776
367
$3.98M 0.04%
33,763
+141
368
$3.98M 0.04%
106,952
-2,316
369
$3.95M 0.04%
80,447
+40
370
$3.89M 0.04%
119,798
+663
371
$3.88M 0.04%
+233,497
372
$3.88M 0.04%
155,331
+647
373
$3.82M 0.04%
257,660
-3,240
374
$3.81M 0.04%
8,540
+480
375
$3.78M 0.04%
94,444
+397
13 14
15
16 17