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
$4.3B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$21.6M
3
+$14.5M
4
BSFT
BroadSoft, Inc.
BSFT
+$13.4M
5
HWC icon
Hancock Whitney
HWC
+$12.9M

Top Sells

1
+$14.2M
2
+$11.5M
3
+$11.2M
4
UEIC icon
Universal Electronics
UEIC
+$10.9M
5
LXU icon
LSB Industries
LXU
+$8.84M

Sector Composition

1 Healthcare 16.6%
2 Industrials 14.82%
3 Consumer Discretionary 11.44%
4 Technology 11.38%
5 Financials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$716K 0.02%
14,058
-176
377
$716K 0.02%
18,535
-625
378
$712K 0.02%
+5,840
379
$700K 0.02%
7,477
-9,963
380
$696K 0.02%
7,673
381
$693K 0.02%
3,733
+90
382
$692K 0.02%
14,197
383
$687K 0.02%
41,120
-2,870
384
$686K 0.02%
24,554
+817
385
$681K 0.02%
29,215
-6,975
386
$677K 0.02%
7,475
+708
387
$669K 0.02%
6,928
-29
388
$663K 0.02%
11,045
-710
389
$658K 0.02%
7,518
-526
390
$658K 0.02%
33,656
-30,886
391
$653K 0.02%
11,048
392
$649K 0.02%
8,305
393
$646K 0.02%
14,030
-1,360
394
$646K 0.02%
27,950
-1,720
395
$644K 0.02%
4,955
396
$642K 0.01%
52,980
-3,410
397
$640K 0.01%
46,731
-43,680
398
$630K 0.01%
15,925
-705
399
$626K 0.01%
5,688
400
$624K 0.01%
13,360
14 15
16
17 18