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
$7.33B
AUM Growth
+$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$94.4M
2
+$91.7M
3
+$83.5M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$50.6M
5
CEG icon
Constellation Energy
CEG
+$48.4M

Top Sells

1
+$106M
2
+$30.5M
3
+$27.5M
4
EQC
Equity Commonwealth
EQC
+$25.2M
5
ICUI icon
ICU Medical
ICUI
+$21.3M

Sector Composition

1 Industrials 19.48%
2 Technology 18.29%
3 Financials 14.37%
4 Healthcare 13.59%
5 Consumer Discretionary 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.84M 0.03%
+50,725
452
$1.8M 0.02%
+80,412
453
$1.79M 0.02%
+55,323
454
$1.77M 0.02%
+16,508
455
$1.76M 0.02%
+57,265
456
$1.73M 0.02%
+41,853
457
$1.69M 0.02%
+114,656
458
$1.68M 0.02%
47,437
+951
459
$1.68M 0.02%
+292,054
460
$1.67M 0.02%
+90,037
461
$1.67M 0.02%
+51,365
462
$1.66M 0.02%
+36,345
463
$1.65M 0.02%
+41,241
464
$1.64M 0.02%
+51,475
465
$1.63M 0.02%
+54,509
466
$1.61M 0.02%
+51,375
467
$1.61M 0.02%
+104,931
468
$1.59M 0.02%
+60,096
469
$1.59M 0.02%
+29,078
470
$1.57M 0.02%
15,238
+3,461
471
$1.56M 0.02%
+67,726
472
$1.54M 0.02%
+125,867
473
$1.54M 0.02%
176,830
+3,669
474
$1.53M 0.02%
+32,010
475
$1.51M 0.02%
22,104
-63,709
17 18
19
20 21