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
$4.31B
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$19M
3
+$17.5M
4
AVY icon
Avery Dennison
AVY
+$13.4M
5
ICUI icon
ICU Medical
ICUI
+$12.6M

Top Sells

1
+$22.8M
2
+$21.4M
3
+$17.7M
4
MDT icon
Medtronic
MDT
+$16.3M
5
EFX icon
Equifax
EFX
+$15.2M

Sector Composition

1 Healthcare 17.99%
2 Industrials 16.07%
3 Financials 14.59%
4 Technology 13.97%
5 Consumer Discretionary 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$511K 0.01%
3,875
-336
427
$506K 0.01%
9,374
428
$505K 0.01%
5,578
+1,126
429
$498K 0.01%
11,905
+2,952
430
$493K 0.01%
26,971
431
$482K 0.01%
8,171
+1,396
432
$482K 0.01%
4,707
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433
$480K 0.01%
5,422
-250
434
$478K 0.01%
7,400
435
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10,664
436
$471K 0.01%
1,518
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437
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40,500
438
$468K 0.01%
1,047
439
$463K 0.01%
6,111
440
$462K 0.01%
4,416
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441
$458K 0.01%
11,850
442
$447K 0.01%
3,825
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443
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444
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3,879
445
$425K 0.01%
7,450
-300
446
$421K 0.01%
12,416
447
$417K 0.01%
1,863
-125
448
$416K 0.01%
10,228
+1,484
449
$413K 0.01%
2,896
450
$411K 0.01%
6,732
16 17
18
19 20