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
$10.5B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$17.9M
3
+$17.8M
4
COTY icon
Coty
COTY
+$16.9M
5
BDC icon
Belden
BDC
+$15M

Top Sells

1
+$23.5M
2
+$22.5M
3
+$22.4M
4
FOE
Ferro Corporation
FOE
+$20M
5
LW icon
Lamb Weston
LW
+$16.2M

Sector Composition

1 Technology 21.93%
2 Healthcare 16.54%
3 Industrials 13.38%
4 Financials 12.61%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3.29M 0.03%
100,372
+2,666
402
$3.28M 0.03%
6,818
-7
403
$3.27M 0.03%
41,276
+1,098
404
$3.26M 0.03%
11,217
-124
405
$3.26M 0.03%
54,099
+1,277
406
$3.25M 0.03%
52,550
-1,431
407
$3.25M 0.03%
14,051
+655
408
$3.22M 0.03%
76,409
-10,959
409
$3.21M 0.03%
33,940
-406
410
$3.21M 0.03%
66,904
+1,796
411
$3.2M 0.03%
39,510
+1,068
412
$3.18M 0.03%
56,744
-4,490
413
$3.17M 0.03%
36,700
+976
414
$3.13M 0.03%
20,772
+646
415
$3.13M 0.03%
18,021
+20
416
$3.12M 0.03%
52,039
+234
417
$3.12M 0.03%
11,496
-262
418
$3.08M 0.03%
37,235
419
$3.06M 0.03%
93,656
+2,483
420
$3.04M 0.03%
33,621
421
$3.04M 0.03%
8,934
422
$3.02M 0.03%
87,630
+2,332
423
$2.98M 0.03%
484,127
+9,670
424
$2.95M 0.03%
116,223
425
$2.93M 0.03%
34,822
+894
15 16
17
18 19