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
$10.3B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$37.5M
3
+$34.4M
4
BDC icon
Belden
BDC
+$28.9M
5
APOG icon
Apogee Enterprises
APOG
+$27.3M

Top Sells

1
+$99.8M
2
+$93.2M
3
+$56.3M
4
VYX icon
NCR Voyix
VYX
+$56M
5
BKNG icon
Booking.com
BKNG
+$51.4M

Sector Composition

1 Technology 21.73%
2 Healthcare 16.05%
3 Industrials 13.2%
4 Financials 12.25%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.71M 0.04%
42,190
+2,557
377
$3.7M 0.04%
107,412
-200
378
$3.69M 0.04%
15,597
+402
379
$3.68M 0.04%
169,472
+853
380
$3.66M 0.04%
38,595
-47,448
381
$3.66M 0.04%
55,234
+3,370
382
$3.66M 0.04%
96,636
+6,871
383
$3.64M 0.04%
59,784
+963
384
$3.61M 0.04%
79,999
-27,821
385
$3.6M 0.03%
30,826
+1,167
386
$3.59M 0.03%
18,440
-12,922
387
$3.59M 0.03%
+38,442
388
$3.58M 0.03%
20,126
+12,079
389
$3.58M 0.03%
35,724
-4,463
390
$3.57M 0.03%
24,181
+20
391
$3.56M 0.03%
105,702
+949
392
$3.56M 0.03%
21,782
+19,837
393
$3.56M 0.03%
34,346
-10,331
394
$3.52M 0.03%
18,001
-191
395
$3.5M 0.03%
+242,027
396
$3.49M 0.03%
101,538
+6,292
397
$3.49M 0.03%
17,597
-256
398
$3.48M 0.03%
56,545
+22,835
399
$3.44M 0.03%
28,740
+17,298
400
$3.4M 0.03%
67,204
14 15
16
17 18