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
$4.45B
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1 +$21.8M
2 +$20.8M
3 +$13.7M
4
AMZN icon
Amazon
AMZN
+$12.1M
5
MDT icon
Medtronic
MDT
+$11.6M

Top Sells

1 +$36.9M
2 +$13.8M
3 +$13.4M
4
MSFT icon
Microsoft
MSFT
+$12.8M
5
BAX icon
Baxter International
BAX
+$12.2M

Sector Composition

1 Healthcare 17.69%
2 Industrials 13.97%
3 Technology 13.2%
4 Consumer Discretionary 11.82%
5 Financials 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$742K 0.02%
30,834
-300
377
$738K 0.02%
21,192
378
$724K 0.02%
+52,438
379
$718K 0.02%
35,173
+22,768
380
$714K 0.02%
9,896
+490
381
$695K 0.02%
16,800
382
$683K 0.02%
8,729
-400
383
$680K 0.02%
9,355
384
$673K 0.02%
+19,069
385
$668K 0.02%
45,324
+20,360
386
$667K 0.02%
14,784
+7,436
387
$663K 0.01%
10,914
+236
388
$656K 0.01%
7,269
+46
389
$656K 0.01%
6,791
+3,716
390
$653K 0.01%
6,183
+100
391
$652K 0.01%
10,427
-3,888
392
$649K 0.01%
10,598
393
$631K 0.01%
41,031
-2,862
394
$627K 0.01%
12,850
395
$620K 0.01%
17,225
-460
396
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13,987
+638
397
$618K 0.01%
12,066
+1,062
398
$615K 0.01%
6,495
399
$610K 0.01%
12,049
400
$608K 0.01%
6,375