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
$6.79B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$25M
3
+$22.1M
4
VYX icon
NCR Voyix
VYX
+$18.1M
5
NFG icon
National Fuel Gas
NFG
+$17.9M

Top Sells

1
+$46.8M
2
+$24.6M
3
+$19.8M
4
MHK icon
Mohawk Industries
MHK
+$19M
5
HOUS icon
Anywhere Real Estate
HOUS
+$18.9M

Sector Composition

1 Healthcare 15.12%
2 Technology 15.06%
3 Financials 14.6%
4 Industrials 12.39%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.09M 0.03%
64,336
-931
427
$2.08M 0.03%
+56,589
428
$2.07M 0.03%
23,962
-248
429
$2.05M 0.03%
28,452
+6,426
430
$2.05M 0.03%
32,265
-10,338
431
$2.01M 0.03%
57,085
-1,587
432
$2.01M 0.03%
87,795
-2,510
433
$2M 0.03%
92,907
-1,450
434
$1.99M 0.03%
7,247
+64
435
$1.98M 0.03%
26,551
-31,729
436
$1.98M 0.03%
10,781
437
$1.97M 0.03%
29,160
-19,900
438
$1.96M 0.03%
29,685
-2,310
439
$1.96M 0.03%
33,741
-1,380
440
$1.96M 0.03%
52,675
-4,145
441
$1.95M 0.03%
33,230
+28,200
442
$1.95M 0.03%
11,559
+959
443
$1.94M 0.03%
130,374
+2,100
444
$1.92M 0.03%
10,278
-125
445
$1.91M 0.03%
11,837
+187
446
$1.9M 0.03%
33,586
+3
447
$1.89M 0.03%
28,249
+512
448
$1.85M 0.03%
75,848
+41,310
449
$1.85M 0.03%
10,925
+717
450
$1.82M 0.03%
38,294
-1,958
16 17
18
19 20