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
$4.45B
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$20.8M
3
+$13.7M
4
AMZN icon
Amazon
AMZN
+$12.1M
5
MDT icon
Medtronic
MDT
+$11.6M

Top Sells

1
+$36.9M
2
+$13.8M
3
+$13.4M
4
MSFT icon
Microsoft
MSFT
+$12.8M
5
BAX icon
Baxter International
BAX
+$12.2M

Sector Composition

1 Healthcare 17.69%
2 Industrials 13.97%
3 Technology 13.2%
4 Consumer Discretionary 11.82%
5 Financials 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$495K 0.01%
29,049
427
$495K 0.01%
23,372
+6,285
428
$490K 0.01%
4,060
-90
429
$489K 0.01%
20,401
-848
430
$489K 0.01%
7,851
431
$481K 0.01%
3,951
+515
432
$479K 0.01%
1,062
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433
$477K 0.01%
13,605
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434
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2,273
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435
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22,109
-10
436
$465K 0.01%
4,795
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437
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3,941
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438
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7,863
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439
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4,406
440
$442K 0.01%
8,155
-5
441
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+39,392
442
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4,360
+100
443
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6,439
444
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4,785
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445
$422K 0.01%
29,797
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446
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4,673
447
$415K 0.01%
6,300
448
$413K 0.01%
3,606
449
$410K 0.01%
12,649
+36
450
$405K 0.01%
6,756
-200
16 17
18
19 20