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
$10.3B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$37.5M
3
+$34.4M
4
BDC icon
Belden
BDC
+$28.9M
5
APOG icon
Apogee Enterprises
APOG
+$27.3M

Top Sells

1
+$99.8M
2
+$93.2M
3
+$56.3M
4
VYX icon
NCR Voyix
VYX
+$56M
5
BKNG icon
Booking.com
BKNG
+$51.4M

Sector Composition

1 Technology 21.73%
2 Healthcare 16.05%
3 Industrials 13.2%
4 Financials 12.25%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3.38M 0.03%
40,178
-17,504
402
$3.36M 0.03%
+59,085
403
$3.35M 0.03%
+55,387
404
$3.35M 0.03%
6,825
-175
405
$3.33M 0.03%
+115,993
406
$3.28M 0.03%
14,727
+1,907
407
$3.27M 0.03%
75,120
-6,769
408
$3.26M 0.03%
53,981
-438
409
$3.26M 0.03%
11,341
-104
410
$3.23M 0.03%
15,230
-7,037
411
$3.18M 0.03%
18,128
-41,255
412
$3.17M 0.03%
37,235
413
$3.17M 0.03%
116,223
+51,066
414
$3.15M 0.03%
51,805
-814
415
$3.14M 0.03%
91,173
-11,629
416
$3.11M 0.03%
85,298
-20,163
417
$3.11M 0.03%
37,806
-3,008
418
$3.1M 0.03%
8,934
419
$3.08M 0.03%
29,743
+994
420
$3.08M 0.03%
13,396
+250
421
$3.07M 0.03%
33,928
-17,744
422
$3.07M 0.03%
+159,566
423
$3.07M 0.03%
68,196
-14,806
424
$3.04M 0.03%
7,725
-1,820
425
$2.92M 0.03%
54,326
+31,348
15 16
17
18 19