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
$4.19B
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$22.8M
3
+$22.3M
4
PARA
Paramount Global Class B
PARA
+$15.9M
5
HAL icon
Halliburton
HAL
+$14.3M

Top Sells

1
+$28.2M
2
+$27.4M
3
+$24.1M
4
AMZN icon
Amazon
AMZN
+$21.5M
5
BA icon
Boeing
BA
+$21M

Sector Composition

1 Healthcare 17.22%
2 Industrials 14.56%
3 Consumer Discretionary 11.53%
4 Technology 10.55%
5 Financials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$629K 0.02%
7,518
402
$629K 0.02%
+5,041
403
$626K 0.02%
34,782
+9,227
404
$625K 0.01%
7,343
-132
405
$625K 0.01%
19,648
+798
406
$617K 0.01%
8,080
-225
407
$615K 0.01%
4,695
-260
408
$614K 0.01%
23,727
+972
409
$608K 0.01%
47,520
410
$607K 0.01%
9,062
411
$603K 0.01%
13,256
-110
412
$600K 0.01%
10,680
-6,000
413
$598K 0.01%
48,465
+1,982
414
$594K 0.01%
24,824
-8,832
415
$594K 0.01%
10,462
+317
416
$590K 0.01%
21,121
-10,667
417
$589K 0.01%
21,362
+872
418
$580K 0.01%
47,803
+1,973
419
$567K 0.01%
27,441
+1,121
420
$565K 0.01%
5,799
-6,219
421
$556K 0.01%
43,584
422
$549K 0.01%
14,238
+583
423
$546K 0.01%
6,725
+350
424
$545K 0.01%
16,848
+627
425
$544K 0.01%
35,456
+1,281
15 16
17
18 19