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
$8.96B
AUM Growth
+$565M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$24.2M
3
+$18.3M
4
UL icon
Unilever
UL
+$17.7M
5
PVH icon
PVH
PVH
+$17.5M

Top Sells

1
+$31.3M
2
+$27.2M
3
+$19M
4
SPXC icon
SPX Corp
SPXC
+$18M
5
VYX icon
NCR Voyix
VYX
+$17.7M

Sector Composition

1 Healthcare 16.98%
2 Industrials 16.66%
3 Technology 16.47%
4 Financials 13.37%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.5M 0.03%
118,123
402
$2.49M 0.03%
37,878
-870
403
$2.45M 0.03%
18,044
+203
404
$2.43M 0.03%
11,173
-13,283
405
$2.41M 0.03%
31,671
-400
406
$2.33M 0.03%
13,881
-104
407
$2.32M 0.03%
56,596
-672
408
$2.27M 0.03%
16,212
-537
409
$2.23M 0.02%
53,915
-1,384
410
$2.21M 0.02%
10,380
-28
411
$2.08M 0.02%
13,292
-104
412
$2.06M 0.02%
13,506
+100
413
$2.01M 0.02%
10,668
-705
414
$1.99M 0.02%
8,223
415
$1.99M 0.02%
15,881
416
$1.98M 0.02%
22,496
-7,797
417
$1.97M 0.02%
3,617
-7
418
$1.97M 0.02%
8,244
-14
419
$1.96M 0.02%
8,150
420
$1.95M 0.02%
50,017
-25,924
421
$1.95M 0.02%
8,523
422
$1.93M 0.02%
142,184
+47,455
423
$1.93M 0.02%
148,031
-18,177
424
$1.9M 0.02%
68,350
+700
425
$1.86M 0.02%
9,900
-868
15 16
17
18 19