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
$10.3B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$37.5M
3
+$34.4M
4
BDC icon
Belden
BDC
+$28.9M
5
APOG icon
Apogee Enterprises
APOG
+$27.3M

Top Sells

1
+$99.8M
2
+$93.2M
3
+$56.3M
4
VYX icon
NCR Voyix
VYX
+$56M
5
BKNG icon
Booking.com
BKNG
+$51.4M

Sector Composition

1 Technology 21.73%
2 Healthcare 16.05%
3 Industrials 13.2%
4 Financials 12.25%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.86M 0.03%
11,758
-134
427
$2.81M 0.03%
9,639
+17
428
$2.76M 0.03%
106,032
-1,684
429
$2.76M 0.03%
32,109
-23,909
430
$2.73M 0.03%
14,871
-703
431
$2.71M 0.03%
59,987
-22
432
$2.71M 0.03%
46,381
-1,650
433
$2.71M 0.03%
84,564
-11,803
434
$2.69M 0.03%
33,621
-39
435
$2.67M 0.03%
19,665
+17,727
436
$2.59M 0.03%
48,333
437
$2.56M 0.02%
60,614
-18,729
438
$2.55M 0.02%
90,558
439
$2.45M 0.02%
74,010
+30,833
440
$2.41M 0.02%
6,599
-73
441
$2.37M 0.02%
37,299
+300
442
$2.35M 0.02%
20,842
-8,549
443
$2.34M 0.02%
6,632
-699
444
$2.26M 0.02%
42,030
+7,960
445
$2.23M 0.02%
111,640
-760
446
$2.21M 0.02%
25,792
-988
447
$2.2M 0.02%
70,650
-3,202,750
448
$2.18M 0.02%
17,991
-3,296
449
$2.17M 0.02%
95,374
-9,000
450
$2.15M 0.02%
174,034
-7,000
16 17
18
19 20