SBH

Segall Bryant & Hamill Portfolio holdings

AUM $7.51B
1-Year Est. Return 19.26%
This Quarter Est. Return
1 Year Est. Return
+19.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.19B
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$22.8M
3
+$22.3M
4
PARA
Paramount Global Class B
PARA
+$15.9M
5
HAL icon
Halliburton
HAL
+$14.3M

Top Sells

1
+$28.2M
2
+$27.4M
3
+$24.1M
4
AMZN icon
Amazon
AMZN
+$21.5M
5
BA icon
Boeing
BA
+$21M

Sector Composition

1 Healthcare 17.22%
2 Industrials 14.56%
3 Consumer Discretionary 11.53%
4 Technology 10.55%
5 Financials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$447K 0.01%
14,912
+412
452
$444K 0.01%
2,709
+85
453
$441K 0.01%
10,493
-74
454
$438K 0.01%
51,844
+2,119
455
$437K 0.01%
10,318
456
$436K 0.01%
5,908
457
$430K 0.01%
11,991
+88
458
$430K 0.01%
2,284
-1,449
459
$430K 0.01%
4,965
+1,990
460
$430K 0.01%
3,839
-200
461
$427K 0.01%
+11,891
462
$415K 0.01%
28,249
-712
463
$412K 0.01%
11,243
-2,172
464
$412K 0.01%
4,206
465
$408K 0.01%
3,746
-175
466
$406K 0.01%
4,425
-1,145
467
$399K 0.01%
12,672
+487
468
$398K 0.01%
7,600
-2,500
469
$398K 0.01%
4,456
-322
470
$394K 0.01%
10,228
-1,700
471
$388K 0.01%
60,673
+2,488
472
$386K 0.01%
44,875
+1,822
473
$385K 0.01%
14,080
-1,600
474
$378K 0.01%
11,496
+443
475
$377K 0.01%
11,400
-410
17 18
19
20 21