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
$4.3B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$21.6M
3
+$14.5M
4
BSFT
BroadSoft, Inc.
BSFT
+$13.4M
5
HWC icon
Hancock Whitney
HWC
+$12.9M

Top Sells

1
+$14.2M
2
+$11.5M
3
+$11.2M
4
UEIC icon
Universal Electronics
UEIC
+$10.9M
5
LXU icon
LSB Industries
LXU
+$8.84M

Sector Composition

1 Healthcare 16.6%
2 Industrials 14.82%
3 Consumer Discretionary 11.44%
4 Technology 11.38%
5 Financials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$469K 0.01%
40,369
452
$468K 0.01%
12,975
453
$467K 0.01%
6,766
-530
454
$465K 0.01%
2,624
+419
455
$462K 0.01%
10,141
-575
456
$462K 0.01%
4,778
457
$450K 0.01%
12,600
458
$449K 0.01%
7,822
459
$448K 0.01%
10,318
460
$446K 0.01%
19,510
-1,280
461
$446K 0.01%
11,810
-4,555
462
$444K 0.01%
4,039
-150
463
$444K 0.01%
6,795
464
$440K 0.01%
28,256
+739
465
$437K 0.01%
48,115
-54,102
466
$435K 0.01%
65,265
-2,750
467
$433K 0.01%
5,908
-245
468
$430K 0.01%
6,307
469
$427K 0.01%
49,725
-3,220
470
$423K 0.01%
14,722
-1,050
471
$420K 0.01%
+43,053
472
$408K 0.01%
15,680
473
$407K 0.01%
11,524
-2,281
474
$400K 0.01%
4,306
475
$399K 0.01%
6,898
+655
17 18
19
20 21