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
$4.45B
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$20.8M
3
+$13.7M
4
AMZN icon
Amazon
AMZN
+$12.1M
5
MDT icon
Medtronic
MDT
+$11.6M

Top Sells

1
+$36.9M
2
+$13.8M
3
+$13.4M
4
MSFT icon
Microsoft
MSFT
+$12.8M
5
BAX icon
Baxter International
BAX
+$12.2M

Sector Composition

1 Healthcare 17.69%
2 Industrials 13.97%
3 Technology 13.2%
4 Consumer Discretionary 11.82%
5 Financials 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$607K 0.01%
9,280
-6,443
402
$592K 0.01%
7,799
+687
403
$587K 0.01%
11,819
+850
404
$587K 0.01%
8,881
+68
405
$580K 0.01%
5,360
-1,585
406
$576K 0.01%
4,650
-815
407
$575K 0.01%
9,809
408
$575K 0.01%
5,500
409
$573K 0.01%
7,467
-622
410
$570K 0.01%
8,340
411
$565K 0.01%
5,268
412
$555K 0.01%
7,550
413
$551K 0.01%
8,439
414
$551K 0.01%
+11,601
415
$542K 0.01%
+15,376
416
$538K 0.01%
6,860
-400
417
$531K 0.01%
10,200
-1,125
418
$530K 0.01%
43,750
-3,583
419
$528K 0.01%
6,115
+65
420
$526K 0.01%
18,184
-7
421
$526K 0.01%
4,607
-77
422
$524K 0.01%
8,240
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423
$519K 0.01%
3,821
424
$517K 0.01%
6,864
-1,000
425
$506K 0.01%
11,162
-175
15 16
17
18 19