SBH

Segall Bryant & Hamill Portfolio holdings

AUM $7.39B
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.12B
AUM Growth
+$596M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1 +$28.6M
2 +$16.3M
3 +$15.8M
4
MRVL icon
Marvell Technology
MRVL
+$15.5M
5
PWR icon
Quanta Services
PWR
+$15.4M

Top Sells

1 +$46.8M
2 +$43.8M
3 +$23.3M
4
MCK icon
McKesson
MCK
+$21.1M
5
TJX icon
TJX Companies
TJX
+$17.8M

Sector Composition

1 Technology 20.65%
2 Industrials 18.36%
3 Financials 15.32%
4 Healthcare 12.69%
5 Consumer Discretionary 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$2.12M 0.03%
139,435
+38,607
427
$2.11M 0.03%
100,714
-12,453
428
$2.05M 0.03%
+160,890
429
$2.01M 0.03%
130,547
-16,205
430
$2M 0.03%
52,444
-7,976
431
$1.99M 0.03%
+40,361
432
$1.99M 0.03%
59,323
+707
433
$1.99M 0.03%
80,713
+151
434
$1.98M 0.03%
+94,218
435
$1.97M 0.03%
84,723
-10,573
436
$1.96M 0.03%
66,131
+51,981
437
$1.96M 0.03%
+82,928
438
$1.95M 0.03%
74,380
+4,193
439
$1.87M 0.03%
+433,895
440
$1.87M 0.03%
242,301
-28,939
441
$1.87M 0.03%
281,849
+232,302
442
$1.86M 0.03%
72,489
-8,752
443
$1.85M 0.03%
74,716
+32,752
444
$1.85M 0.03%
39,087
-11,802
445
$1.84M 0.03%
+37,734
446
$1.84M 0.03%
48,000
447
$1.84M 0.03%
282,345
-30,355
448
$1.82M 0.03%
+32,901
449
$1.8M 0.03%
74,954
-11,252
450
$1.8M 0.03%
+20,177