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
$10.3B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$37.5M
3
+$34.4M
4
BDC icon
Belden
BDC
+$28.9M
5
APOG icon
Apogee Enterprises
APOG
+$27.3M

Top Sells

1
+$99.8M
2
+$93.2M
3
+$56.3M
4
VYX icon
NCR Voyix
VYX
+$56M
5
BKNG icon
Booking.com
BKNG
+$51.4M

Sector Composition

1 Technology 21.73%
2 Healthcare 16.05%
3 Industrials 13.2%
4 Financials 12.25%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.11M 0.02%
37,837
-1,220
452
$2.09M 0.02%
703,248
-578
453
$2.08M 0.02%
10,897
-575
454
$2.04M 0.02%
16,655
+10,014
455
$2.03M 0.02%
9,100
456
$1.98M 0.02%
17,169
-2,017
457
$1.94M 0.02%
35,320
-558
458
$1.93M 0.02%
8,144
-5,545
459
$1.89M 0.02%
12,644
+64
460
$1.87M 0.02%
194,165
+11,248
461
$1.81M 0.02%
12,687
+172
462
$1.81M 0.02%
61,380
-2,380
463
$1.8M 0.02%
15,896
464
$1.77M 0.02%
102,168
+846
465
$1.77M 0.02%
12,838
466
$1.76M 0.02%
11,452
-5,486
467
$1.76M 0.02%
34,413
-2,266
468
$1.72M 0.02%
4,953
-663
469
$1.71M 0.02%
11,530
+377
470
$1.7M 0.02%
21,504
-31
471
$1.68M 0.02%
6,841
+112
472
$1.66M 0.02%
20,505
473
$1.63M 0.02%
8,000
+2,500
474
$1.63M 0.02%
93,756
-2,916
475
$1.58M 0.02%
15,960
+4,768
17 18
19
20 21