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
$4.19B
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$22.8M
3
+$22.3M
4
PARA
Paramount Global Class B
PARA
+$15.9M
5
HAL icon
Halliburton
HAL
+$14.3M

Top Sells

1
+$28.2M
2
+$27.4M
3
+$24.1M
4
AMZN icon
Amazon
AMZN
+$21.5M
5
BA icon
Boeing
BA
+$21M

Sector Composition

1 Healthcare 17.22%
2 Industrials 14.56%
3 Consumer Discretionary 11.53%
4 Technology 10.55%
5 Financials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$541K 0.01%
+7,977
427
$541K 0.01%
+30,564
428
$532K 0.01%
13,100
-800
429
$527K 0.01%
40,369
430
$517K 0.01%
9,870
+245
431
$517K 0.01%
6,766
432
$512K 0.01%
6,915
-565
433
$511K 0.01%
4,550
-125
434
$504K 0.01%
6,750
435
$503K 0.01%
11,360
436
$501K 0.01%
4,390
-3,712
437
$497K 0.01%
10,537
+396
438
$495K 0.01%
15,341
+619
439
$490K 0.01%
23,523
+941
440
$488K 0.01%
5,040
441
$487K 0.01%
9,909
442
$482K 0.01%
38,300
+1,570
443
$481K 0.01%
7,822
444
$481K 0.01%
10,953
-1,175
445
$477K 0.01%
27,721
-535
446
$471K 0.01%
68,055
+2,790
447
$470K 0.01%
6,795
448
$469K 0.01%
12,975
449
$468K 0.01%
13,800
450
$458K 0.01%
8,676
-1,030
16 17
18
19 20