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
$4.2B
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1 +$28.7M
2 +$26M
3 +$11.9M
4
AAPL icon
Apple
AAPL
+$11.7M
5
MG icon
Mistras Group
MG
+$11.2M

Top Sells

1 +$26.3M
2 +$20.9M
3 +$14.7M
4
CDNS icon
Cadence Design Systems
CDNS
+$14.3M
5
AMZN icon
Amazon
AMZN
+$12.1M

Sector Composition

1 Healthcare 16.84%
2 Industrials 14.37%
3 Technology 11.34%
4 Consumer Discretionary 11.08%
5 Financials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$743K 0.02%
12,824
-22,806
377
$737K 0.02%
+10,028
378
$735K 0.02%
18,539
+440
379
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12,599
-501
380
$733K 0.02%
50,353
+2,550
381
$720K 0.02%
10,479
+2,502
382
$697K 0.02%
35,645
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383
$691K 0.02%
7,342
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384
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385
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386
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16,309
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388
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$667K 0.02%
18,279
-4,392
390
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391
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$647K 0.02%
13,215
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13,450
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$637K 0.02%
19,239
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398
$629K 0.02%
43,926
+1,050
399
$627K 0.01%
21,954
-7,180
400
$626K 0.01%
14,060
+340