SBH

Segall Bryant & Hamill Portfolio holdings

AUM $6.98B
1-Year Est. Return 34.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.51B
AUM Growth
+$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$30.1M
3
+$27.5M
4
FELE icon
Franklin Electric
FELE
+$24.1M
5
ROCK icon
Gibraltar Industries
ROCK
+$22.7M

Top Sells

1
+$47.1M
2
+$42.9M
3
+$25.6M
4
PWR icon
Quanta Services
PWR
+$22.1M
5
MRVL icon
Marvell Technology
MRVL
+$20.3M

Sector Composition

1 Technology 22.39%
2 Industrials 18.02%
3 Financials 14.65%
4 Consumer Discretionary 11.88%
5 Healthcare 11.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.69M 0.02%
92,431
-640
452
$1.68M 0.02%
22,322
+122
453
$1.67M 0.02%
+167,455
454
$1.67M 0.02%
84,800
+14,100
455
$1.64M 0.02%
27,288
-246
456
$1.63M 0.02%
+433,213
457
$1.61M 0.02%
145,772
-1,082
458
$1.6M 0.02%
+21,341
459
$1.59M 0.02%
35,355
-33
460
$1.59M 0.02%
80,468
-376
461
$1.58M 0.02%
+93,088
462
$1.58M 0.02%
+240,997
463
$1.54M 0.02%
86,121
-106,130
464
$1.52M 0.02%
+32,550
465
$1.49M 0.02%
71,398
+18,540
466
$1.43M 0.02%
32,301
-580
467
$1.43M 0.02%
+35,825
468
$1.41M 0.02%
+201,490
469
$1.4M 0.02%
16,709
-2,530
470
$1.38M 0.02%
51,475
-33,126
471
$1.36M 0.02%
+147,017
472
$1.35M 0.02%
+12,738
473
$1.35M 0.02%
318,725
-2,481
474
$1.33M 0.02%
25,510
-116
475
$1.33M 0.02%
572,089
+415,348
17 18
19
20 21