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
$4.2B
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1 +$28.7M
2 +$26M
3 +$11.9M
4
AAPL icon
Apple
AAPL
+$11.7M
5
MG icon
Mistras Group
MG
+$11.2M

Top Sells

1 +$26.3M
2 +$20.9M
3 +$14.7M
4
CDNS icon
Cadence Design Systems
CDNS
+$14.3M
5
AMZN icon
Amazon
AMZN
+$12.1M

Sector Composition

1 Healthcare 16.84%
2 Industrials 14.37%
3 Technology 11.34%
4 Consumer Discretionary 11.08%
5 Financials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$625K 0.01%
20,128
+480
402
$623K 0.01%
14,193
-5,125
403
$622K 0.01%
10,598
-450
404
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13,500
-14,000
405
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+6,453
406
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14,583
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407
$603K 0.01%
12,237
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408
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9,000
+4,000
409
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410
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17,228
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411
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412
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5,045
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413
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28,116
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414
$578K 0.01%
17,063
-25,923
415
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416
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418
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13,197
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419
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24,312
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12,424
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421
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5,983
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422
$562K 0.01%
+7,477
423
$560K 0.01%
6,375
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424
$556K 0.01%
69,227
-238,254
425
$553K 0.01%
9,809
-100