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
$4.16B
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$12.2M
3 +$10.9M
4
OSK icon
Oshkosh
OSK
+$9.95M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.29M

Top Sells

1 +$27.2M
2 +$20.1M
3 +$19.3M
4
IOSP icon
Innospec
IOSP
+$16M
5
WKC icon
World Kinect Corp
WKC
+$8.42M

Sector Composition

1 Healthcare 17.73%
2 Technology 14.19%
3 Industrials 14.17%
4 Financials 12.48%
5 Consumer Discretionary 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$529K 0.01%
2,850
-583
402
$526K 0.01%
13,136
-15
403
$525K 0.01%
3,821
404
$520K 0.01%
9,881
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405
$518K 0.01%
7,261
406
$517K 0.01%
5,884
+200
407
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7,550
408
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+5,700
409
$485K 0.01%
10,678
-236
410
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4,297
411
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23,413
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412
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14,348
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413
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2,764
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414
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11,214
415
$459K 0.01%
4,607
416
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4,012
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417
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8,675
418
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12,626
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419
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3,779
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420
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9,505
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421
$429K 0.01%
6,099
422
$429K 0.01%
2,094
423
$426K 0.01%
5,439
424
$426K 0.01%
61,145
-40,871
425
$425K 0.01%
38,500
+1,000