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
$4.31B
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$19M
3
+$17.5M
4
AVY icon
Avery Dennison
AVY
+$13.4M
5
ICUI icon
ICU Medical
ICUI
+$12.6M

Top Sells

1
+$22.8M
2
+$21.4M
3
+$17.7M
4
MDT icon
Medtronic
MDT
+$16.3M
5
EFX icon
Equifax
EFX
+$15.2M

Sector Composition

1 Healthcare 17.99%
2 Industrials 16.07%
3 Financials 14.59%
4 Technology 13.97%
5 Consumer Discretionary 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$409K 0.01%
5,071
452
$407K 0.01%
6,565
+1,805
453
$397K 0.01%
6,007
-705
454
$397K 0.01%
6,640
-1,000
455
$391K 0.01%
9,924
-1,389
456
$391K 0.01%
3,221
+316
457
$390K 0.01%
7,600
458
$388K 0.01%
3,570
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459
$388K 0.01%
3,467
-475
460
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4,455
-26,437
461
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5,235
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462
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9,411
-1,060
463
$375K 0.01%
7,615
464
$374K 0.01%
10,444
465
$374K 0.01%
16,204
-7,182
466
$373K 0.01%
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467
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20,562
468
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469
$369K 0.01%
15,737
470
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7,832
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471
$367K 0.01%
13,353
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472
$363K 0.01%
4,934
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473
$360K 0.01%
3,290
474
$359K 0.01%
5,400
475
$352K 0.01%
7,610
+300
17 18
19
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