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
$6.79B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$25.2M
3
+$20.9M
4
VYX icon
NCR Voyix
VYX
+$18.5M
5
SNDR icon
Schneider National
SNDR
+$18M

Top Sells

1
+$38.5M
2
+$23.9M
3
+$21.3M
4
AVGO icon
Broadcom
AVGO
+$19.8M
5
HOUS
Anywhere Real Estate
HOUS
+$18.9M

Sector Composition

1 Healthcare 15.12%
2 Technology 15.06%
3 Financials 14.6%
4 Industrials 12.39%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.81M 0.03%
7,406
+1,171
452
$1.81M 0.03%
85,200
-1,992
453
$1.79M 0.03%
8,024
-2,021
454
$1.78M 0.03%
8,555
+14
455
$1.76M 0.03%
20,044
-1,340
456
$1.75M 0.03%
23,300
+2,900
457
$1.75M 0.03%
10,788
-42
458
$1.72M 0.03%
18,365
-904
459
$1.71M 0.03%
8,750
-5
460
$1.71M 0.03%
90,921
-175,975
461
$1.69M 0.02%
57,636
+5,215
462
$1.69M 0.02%
14,802
463
$1.68M 0.02%
+24,120
464
$1.68M 0.02%
29,196
-125
465
$1.68M 0.02%
14,270
-35
466
$1.67M 0.02%
19,124
+28
467
$1.65M 0.02%
40,678
-566
468
$1.64M 0.02%
10,040
-12
469
$1.63M 0.02%
38,056
-7,025
470
$1.63M 0.02%
88,260
-6,820
471
$1.62M 0.02%
48,530
-900
472
$1.61M 0.02%
13,546
-53
473
$1.61M 0.02%
138,906
+1,974
474
$1.6M 0.02%
+15,800
475
$1.59M 0.02%
573,211
-120,864
17 18
19
20 21