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
$4.45B
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$20.8M
3
+$13.7M
4
AMZN icon
Amazon
AMZN
+$12.1M
5
MDT icon
Medtronic
MDT
+$11.6M

Top Sells

1
+$36.9M
2
+$13.8M
3
+$13.4M
4
MSFT icon
Microsoft
MSFT
+$12.8M
5
BAX icon
Baxter International
BAX
+$12.2M

Sector Composition

1 Healthcare 17.69%
2 Industrials 13.97%
3 Technology 13.2%
4 Consumer Discretionary 11.82%
5 Financials 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$400K 0.01%
49,310
+8,941
452
$400K 0.01%
4,799
453
$399K 0.01%
+10,020
454
$398K 0.01%
12,714
-4,525
455
$391K 0.01%
11,424
-13
456
$390K 0.01%
10,433
-5,026
457
$390K 0.01%
7,400
458
$390K 0.01%
7,000
459
$385K 0.01%
12,927
-160
460
$378K 0.01%
3,659
-34
461
$364K 0.01%
4,319
+30
462
$360K 0.01%
8,334
-964
463
$358K 0.01%
6,646
+78
464
$357K 0.01%
3,268
465
$356K 0.01%
5,840
+640
466
$354K 0.01%
32,100
467
$352K 0.01%
8,500
-1,364
468
$349K 0.01%
3,160
469
$348K 0.01%
8,836
470
$347K 0.01%
4,441
-62
471
$336K 0.01%
10,236
-1,378
472
$326K 0.01%
7,986
-1,412
473
$325K 0.01%
+3,882
474
$323K 0.01%
3,033
-146
475
$319K 0.01%
3,300
17 18
19
20 21