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
$10.5B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$17.9M
3
+$17.8M
4
COTY icon
Coty
COTY
+$16.9M
5
BDC icon
Belden
BDC
+$15M

Top Sells

1
+$23.5M
2
+$22.5M
3
+$22.4M
4
FOE
Ferro Corporation
FOE
+$20M
5
LW icon
Lamb Weston
LW
+$16.2M

Sector Composition

1 Technology 21.93%
2 Healthcare 16.54%
3 Industrials 13.38%
4 Financials 12.61%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.88M 0.03%
99,239
+2,603
427
$2.85M 0.03%
76,993
-131,552
428
$2.79M 0.03%
7,073
-652
429
$2.75M 0.03%
10,555
+916
430
$2.73M 0.03%
33,310
-4,496
431
$2.69M 0.03%
56,744
+1,510
432
$2.59M 0.02%
47,676
+1,295
433
$2.55M 0.02%
14,693
-178
434
$2.54M 0.02%
48,733
+400
435
$2.54M 0.02%
+77,979
436
$2.52M 0.02%
76,532
+2,522
437
$2.51M 0.02%
44,180
+38,060
438
$2.5M 0.02%
99,924
-6,108
439
$2.48M 0.02%
83,882
-682
440
$2.47M 0.02%
10,697
-200
441
$2.46M 0.02%
113,359
-2,634
442
$2.46M 0.02%
19,550
-115
443
$2.44M 0.02%
59,699
-288
444
$2.4M 0.02%
15,013
-29,351
445
$2.38M 0.02%
8,094
+3,508
446
$2.38M 0.02%
65,500
-5,150
447
$2.37M 0.02%
33,886
+1,777
448
$2.36M 0.02%
13,959
+2,507
449
$2.31M 0.02%
37,999
+700
450
$2.29M 0.02%
39,587
+1,750
16 17
18
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