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
$7.33B
AUM Growth
+$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$94.4M
2
+$91.7M
3
+$83.5M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$50.6M
5
CEG icon
Constellation Energy
CEG
+$48.4M

Top Sells

1
+$106M
2
+$30.5M
3
+$27.5M
4
EQC
Equity Commonwealth
EQC
+$25.2M
5
ICUI icon
ICU Medical
ICUI
+$21.3M

Sector Composition

1 Industrials 19.48%
2 Technology 18.29%
3 Financials 14.37%
4 Healthcare 13.59%
5 Consumer Discretionary 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.19M 0.03%
325,136
+5,772
427
$2.19M 0.03%
214,643
+48,900
428
$2.18M 0.03%
+42,763
429
$2.16M 0.03%
+48,000
430
$2.15M 0.03%
137,199
+2,883
431
$2.13M 0.03%
20,100
-1,400
432
$2.13M 0.03%
+40,477
433
$2.12M 0.03%
+73,362
434
$2.12M 0.03%
+99,096
435
$2.02M 0.03%
+51,010
436
$2.01M 0.03%
+79,795
437
$2.01M 0.03%
14,254
+285
438
$2.01M 0.03%
37,812
+772
439
$1.99M 0.03%
20,958
-51,663
440
$1.98M 0.03%
45,235
+910
441
$1.98M 0.03%
+58,779
442
$1.96M 0.03%
18,310
+429
443
$1.94M 0.03%
+355,994
444
$1.93M 0.03%
+76,254
445
$1.91M 0.03%
+29,958
446
$1.91M 0.03%
+26,566
447
$1.89M 0.03%
+36,003
448
$1.89M 0.03%
+85,695
449
$1.87M 0.03%
+23,559
450
$1.85M 0.03%
+29,372
16 17
18
19 20