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
$8.96B
AUM Growth
+$565M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$24.2M
3
+$18.3M
4
UL icon
Unilever
UL
+$17.7M
5
PVH icon
PVH
PVH
+$17.5M

Top Sells

1
+$31.3M
2
+$27.2M
3
+$19M
4
SPXC icon
SPX Corp
SPXC
+$18M
5
VYX icon
NCR Voyix
VYX
+$17.7M

Sector Composition

1 Healthcare 16.98%
2 Industrials 16.66%
3 Technology 16.47%
4 Financials 13.37%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.85M 0.02%
15,070
427
$1.85M 0.02%
126,430
-55,440
428
$1.79M 0.02%
19,243
+40
429
$1.77M 0.02%
89,770
-188
430
$1.74M 0.02%
85,674
-2
431
$1.73M 0.02%
13,518
-36
432
$1.72M 0.02%
23,117
-300
433
$1.72M 0.02%
16,690
+45
434
$1.72M 0.02%
10,946
-24
435
$1.67M 0.02%
15,348
-125
436
$1.67M 0.02%
32,761
-30,689
437
$1.66M 0.02%
164,235
+11,184
438
$1.62M 0.02%
132,608
-61,420
439
$1.6M 0.02%
3,422
-26,261
440
$1.55M 0.02%
32,095
-80
441
$1.53M 0.02%
13,964
-940
442
$1.52M 0.02%
4,030
-2,983
443
$1.48M 0.02%
24,325
-1,289
444
$1.47M 0.02%
19,748
445
$1.46M 0.02%
79,192
-5,570
446
$1.45M 0.02%
4,448
-218
447
$1.45M 0.02%
28,938
-1,361
448
$1.43M 0.02%
37,818
-13,457
449
$1.42M 0.02%
77,500
450
$1.41M 0.02%
45,563
-1,564
16 17
18
19 20