SBH

Segall Bryant & Hamill Portfolio holdings

AUM $7.39B
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.79B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$25.2M
3
+$20.9M
4
VYX icon
NCR Voyix
VYX
+$18.5M
5
SNDR icon
Schneider National
SNDR
+$18M

Top Sells

1
+$38.5M
2
+$23.9M
3
+$21.3M
4
AVGO icon
Broadcom
AVGO
+$19.8M
5
HOUS
Anywhere Real Estate
HOUS
+$18.9M

Sector Composition

1 Healthcare 15.12%
2 Technology 15.06%
3 Financials 14.6%
4 Industrials 12.39%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.5M 0.04%
19,375
402
$2.49M 0.04%
52,913
-1,532
403
$2.47M 0.04%
17,121
+713
404
$2.47M 0.04%
+54,280
405
$2.47M 0.04%
182,920
-3,368
406
$2.43M 0.04%
39,798
-53
407
$2.41M 0.04%
48,512
-1,961
408
$2.39M 0.04%
21,070
-1,900
409
$2.38M 0.04%
23,712
-610
410
$2.36M 0.03%
277,351
411
$2.35M 0.03%
34,694
-2,284
412
$2.32M 0.03%
114,194
-254,005
413
$2.31M 0.03%
49,068
-11,330
414
$2.3M 0.03%
66,221
-5,125
415
$2.28M 0.03%
99,842
+85
416
$2.28M 0.03%
22,257
-12,789
417
$2.26M 0.03%
43,384
+559
418
$2.21M 0.03%
216,600
-44,550
419
$2.17M 0.03%
21,969
-1,526
420
$2.12M 0.03%
+16,264
421
$2.12M 0.03%
19,622
-50
422
$2.12M 0.03%
95,000
-1,600
423
$2.11M 0.03%
48,149
+4,618
424
$2.1M 0.03%
21,536
-858
425
$2.09M 0.03%
7,140
+109
15 16
17
18 19