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
$6.44B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
870
New
Increased
Reduced
Closed

Top Buys

1 +$37.9M
2 +$18.9M
3 +$13.2M
4
CLX icon
Clorox
CLX
+$12.7M
5
RSG icon
Republic Services
RSG
+$11.6M

Top Sells

1 +$43.9M
2 +$13.8M
3 +$12.4M
4
VYX icon
NCR Voyix
VYX
+$10.8M
5
GLDD icon
Great Lakes Dredge & Dock
GLDD
+$10.6M

Sector Composition

1 Technology 17.47%
2 Healthcare 15.56%
3 Financials 14.58%
4 Industrials 10.32%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$1.77M 0.03%
49,976
+1,411
427
$1.77M 0.03%
15,930
+65
428
$1.74M 0.03%
11,926
-1,086
429
$1.74M 0.03%
16,057
+20
430
$1.73M 0.03%
14,834
+510
431
$1.73M 0.03%
13,208
+1,116
432
$1.73M 0.03%
21,477
+800
433
$1.73M 0.03%
61,704
-6,017
434
$1.73M 0.03%
91,143
-5,265
435
$1.71M 0.03%
+119,712
436
$1.71M 0.03%
42,604
-1,800
437
$1.7M 0.03%
34,919
-958
438
$1.64M 0.03%
10,462
-38
439
$1.64M 0.03%
24,211
+99
440
$1.64M 0.03%
27,008
-748
441
$1.62M 0.03%
17,555
-1,320
442
$1.62M 0.03%
40,527
+156
443
$1.61M 0.02%
83,219
-110,447
444
$1.6M 0.02%
44,670
+2,145
445
$1.59M 0.02%
25,800
+102
446
$1.58M 0.02%
10,686
-1,095
447
$1.57M 0.02%
15,947
+66
448
$1.56M 0.02%
16,250
449
$1.55M 0.02%
+12,008
450
$1.53M 0.02%
17,907
+14,314