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
$5.64B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$51.3M
3
+$27.9M
4
CRGY icon
Crescent Energy
CRGY
+$24.5M
5
REVG icon
REV Group
REVG
+$21.6M

Top Sells

1
+$56.1M
2
+$28.3M
3
+$22.2M
4
ENS icon
EnerSys
ENS
+$16.4M
5
SPXC icon
SPX Corp
SPXC
+$13.9M

Sector Composition

1 Industrials 22.98%
2 Technology 18.66%
3 Financials 13.19%
4 Healthcare 12.86%
5 Consumer Discretionary 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.81M 0.05%
+44,132
352
$2.78M 0.05%
41,388
-15,391
353
$2.71M 0.05%
+107,005
354
$2.67M 0.05%
+32,563
355
$2.67M 0.05%
+913,738
356
$2.65M 0.05%
+89,800
357
$2.52M 0.04%
+78,307
358
$2.46M 0.04%
+97,172
359
$2.42M 0.04%
+319,364
360
$2.42M 0.04%
+444,048
361
$2.33M 0.04%
+26,872
362
$2.27M 0.04%
+111,487
363
$2.27M 0.04%
375,485
-63,756
364
$2.22M 0.04%
10,962
-320
365
$2.18M 0.04%
50,038
-17,897
366
$1.99M 0.04%
+62,072
367
$1.93M 0.03%
+112,396
368
$1.91M 0.03%
57,588
-53,967
369
$1.88M 0.03%
+179,271
370
$1.81M 0.03%
+134,316
371
$1.8M 0.03%
+46,486
372
$1.79M 0.03%
+17,881
373
$1.78M 0.03%
+37,040
374
$1.67M 0.03%
+173,161
375
$1.67M 0.03%
+13,969
13 14
15
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