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
$6.79B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$25.2M
3
+$20.9M
4
VYX icon
NCR Voyix
VYX
+$18.5M
5
SNDR icon
Schneider National
SNDR
+$18M

Top Sells

1
+$38.5M
2
+$23.9M
3
+$21.3M
4
AVGO icon
Broadcom
AVGO
+$19.8M
5
HOUS
Anywhere Real Estate
HOUS
+$18.9M

Sector Composition

1 Healthcare 15.12%
2 Technology 15.06%
3 Financials 14.6%
4 Industrials 12.39%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.93M 0.04%
32,308
+23,134
377
$2.93M 0.04%
95,734
-11,001
378
$2.92M 0.04%
237,651
-3,151
379
$2.91M 0.04%
18,200
+1,453
380
$2.91M 0.04%
135,409
-61,087
381
$2.9M 0.04%
21,674
+60
382
$2.86M 0.04%
51,912
-1,108
383
$2.85M 0.04%
36,874
+2,266
384
$2.85M 0.04%
19,023
-67
385
$2.82M 0.04%
53,414
+22,945
386
$2.82M 0.04%
85,865
-163,058
387
$2.78M 0.04%
109,088
-8,407
388
$2.78M 0.04%
+21,393
389
$2.78M 0.04%
29,596
-1,750
390
$2.77M 0.04%
22,610
-470
391
$2.72M 0.04%
39,927
-349
392
$2.7M 0.04%
19,636
-277
393
$2.69M 0.04%
16,363
-12,908
394
$2.68M 0.04%
20,315
-920
395
$2.66M 0.04%
59,372
+25,080
396
$2.65M 0.04%
930,864
-96,198
397
$2.63M 0.04%
28,902
+560
398
$2.58M 0.04%
66,782
-199
399
$2.55M 0.04%
70,278
-39,773
400
$2.51M 0.04%
14,058
-3,175
14 15
16
17 18