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
$8.96B
AUM Growth
+$565M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$24.2M
3
+$18.3M
4
UL icon
Unilever
UL
+$17.7M
5
PVH icon
PVH
PVH
+$17.5M

Top Sells

1
+$31.3M
2
+$27.2M
3
+$19M
4
SPXC icon
SPX Corp
SPXC
+$18M
5
VYX icon
NCR Voyix
VYX
+$17.7M

Sector Composition

1 Healthcare 16.98%
2 Industrials 16.66%
3 Technology 16.47%
4 Financials 13.37%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.33M 0.04%
15,093
+11,635
377
$3.32M 0.04%
107,188
-1,626
378
$3.19M 0.04%
59,427
+6,277
379
$3.19M 0.04%
45,283
+7,086
380
$3.18M 0.04%
+73,899
381
$3.16M 0.04%
30,395
-587
382
$3.14M 0.04%
8,175
-131
383
$3.1M 0.03%
14,477
-291
384
$3.05M 0.03%
36,781
-243
385
$3.05M 0.03%
40,732
-543
386
$3M 0.03%
37,235
387
$2.99M 0.03%
46,121
-2,750
388
$2.96M 0.03%
264,434
-2,205
389
$2.95M 0.03%
111,582
-4,026
390
$2.92M 0.03%
59,383
-1,000
391
$2.91M 0.03%
21,887
+8
392
$2.9M 0.03%
8,258
-2,655
393
$2.9M 0.03%
64,322
-604,175
394
$2.76M 0.03%
22,174
-1,750
395
$2.71M 0.03%
8,166
+57
396
$2.7M 0.03%
102,234
-1,683
397
$2.63M 0.03%
9,515
-65
398
$2.62M 0.03%
35,188
-1,186
399
$2.59M 0.03%
122,930
-45,977
400
$2.58M 0.03%
1,046
14 15
16
17 18