SBH

Segall Bryant & Hamill Portfolio holdings

AUM $7.39B
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
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 +$28.2M
2 +$24.1M
3 +$11.4M
4
AAPL icon
Apple
AAPL
+$10.7M
5
MG icon
Mistras Group
MG
+$10.5M

Top Sells

1 +$24.2M
2 +$20M
3 +$14.9M
4
CDNS icon
Cadence Design Systems
CDNS
+$13.1M
5
AMZN icon
Amazon
AMZN
+$11.8M

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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50,353
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381
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382
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35,645
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384
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18,279
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13,450
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19,239
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43,926
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399
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21,954
-7,180
400
$626K 0.01%
14,060
+340