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
$5.8B
AUM Growth
-$988M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1 +$35.5M
2 +$28.1M
3 +$26.9M
4
AVGO icon
Broadcom
AVGO
+$19.1M
5
IPHS
Innophos Holdings, Inc.
IPHS
+$13.7M

Top Sells

1 +$21.6M
2 +$18.3M
3 +$17.6M
4
FDX icon
FedEx
FDX
+$17.4M
5
IDTI
Integrated Device Technology I
IDTI
+$16.2M

Sector Composition

1 Healthcare 16.46%
2 Technology 14.87%
3 Financials 14.65%
4 Industrials 10.91%
5 Consumer Discretionary 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$1.72M 0.03%
6,846
-294
427
$1.71M 0.03%
10,871
-688
428
$1.69M 0.03%
+55,779
429
$1.69M 0.03%
128,274
-2,100
430
$1.69M 0.03%
18,135
+1,014
431
$1.67M 0.03%
12,445
+608
432
$1.67M 0.03%
66,070
-33,298
433
$1.66M 0.03%
28,385
-1,300
434
$1.66M 0.03%
32,550
-1,191
435
$1.64M 0.03%
33,066
-520
436
$1.62M 0.03%
42,195
-98,394
437
$1.61M 0.03%
28,452
-744
438
$1.6M 0.03%
58,924
-13,306
439
$1.58M 0.03%
207,388
-69,963
440
$1.57M 0.03%
+28,000
441
$1.56M 0.03%
10,737
-44
442
$1.55M 0.03%
19,294
-81
443
$1.53M 0.03%
26,732
-1,517
444
$1.53M 0.03%
13,738
-532
445
$1.52M 0.03%
172,745
-10,175
446
$1.51M 0.03%
20,656
-880
447
$1.51M 0.03%
46,764
-1,766
448
$1.51M 0.03%
18,114
+4,050
449
$1.49M 0.03%
33,561
-39,185
450
$1.48M 0.03%
12,809
-185