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
$4.3B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1 +$26.7M
2 +$21.6M
3 +$14.5M
4
BSFT
BroadSoft, Inc.
BSFT
+$13.4M
5
HWC icon
Hancock Whitney
HWC
+$12.9M

Top Sells

1 +$14.2M
2 +$11.5M
3 +$11.2M
4
UEIC icon
Universal Electronics
UEIC
+$10.9M
5
LXU icon
LSB Industries
LXU
+$8.84M

Sector Composition

1 Healthcare 16.6%
2 Industrials 14.82%
3 Consumer Discretionary 11.44%
4 Technology 11.38%
5 Financials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$621K 0.01%
22,755
-1,545
402
$617K 0.01%
56,340
-9,000
403
$617K 0.01%
13,366
-673
404
$616K 0.01%
+25,555
405
$614K 0.01%
5,582
-1,250
406
$610K 0.01%
15,210
407
$610K 0.01%
47,520
408
$604K 0.01%
9,062
409
$603K 0.01%
62,853
+3,975
410
$603K 0.01%
18,850
-1,260
411
$592K 0.01%
11,360
-521
412
$587K 0.01%
7,480
413
$580K 0.01%
20,490
+3,590
414
$576K 0.01%
10,145
-300
415
$573K 0.01%
+34,175
416
$564K 0.01%
6,750
-4,750
417
$564K 0.01%
13,655
-880
418
$562K 0.01%
9,625
+100
419
$559K 0.01%
13,160
-815
420
$558K 0.01%
43,584
421
$546K 0.01%
10,405
422
$545K 0.01%
30,382
423
$542K 0.01%
46,483
-3,744
424
$539K 0.01%
+28,625
425
$536K 0.01%
13,900
+1,852