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
$9.56B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.5M
3
+$16.3M
4
PINC icon
Premier
PINC
+$16.1M
5
BDX icon
Becton Dickinson
BDX
+$16.1M

Top Sells

1
+$59M
2
+$50.9M
3
+$36.8M
4
DHR icon
Danaher
DHR
+$21.7M
5
HOG icon
Harley-Davidson
HOG
+$15.7M

Sector Composition

1 Technology 18.62%
2 Industrials 18.36%
3 Healthcare 16.52%
4 Financials 12.36%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.76M 0.03%
96,970
-7,543
402
$2.76M 0.03%
34,168
-1,020
403
$2.76M 0.03%
118,123
404
$2.73M 0.03%
28,639
-1,854
405
$2.62M 0.03%
44,996
-41
406
$2.6M 0.03%
27,557
+4,533
407
$2.58M 0.03%
9,051
-214
408
$2.56M 0.03%
1,025
409
$2.52M 0.03%
75,399
-4,719
410
$2.52M 0.03%
76,123
-6,459
411
$2.49M 0.03%
13,028
-260
412
$2.47M 0.03%
8,150
413
$2.47M 0.03%
7,487
-315
414
$2.41M 0.03%
8,366
-129
415
$2.4M 0.03%
67,351
+15,863
416
$2.27M 0.02%
53,114
-596
417
$2.25M 0.02%
8,022
-141
418
$2.21M 0.02%
15,398
+196
419
$2.21M 0.02%
35,841
-703
420
$2.21M 0.02%
10,983
-1,168
421
$2.2M 0.02%
54,478
-1,816
422
$2.13M 0.02%
18,737
-112
423
$2.04M 0.02%
9,300
-1,295
424
$2M 0.02%
91,346
+6,738
425
$2M 0.02%
23,946
-6,150
15 16
17
18 19