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
$4.2B
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$26M
3
+$11.9M
4
AAPL icon
Apple
AAPL
+$11.7M
5
MG icon
Mistras Group
MG
+$11.2M

Top Sells

1
+$26.3M
2
+$20.9M
3
+$14.7M
4
CDNS icon
Cadence Design Systems
CDNS
+$14.3M
5
AMZN icon
Amazon
AMZN
+$12.1M

Sector Composition

1 Healthcare 16.84%
2 Industrials 14.37%
3 Technology 11.34%
4 Consumer Discretionary 11.08%
5 Financials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$33.7M 0.8%
266,178
-7,452
27
$33.4M 0.79%
719,147
-2,740
28
$33.2M 0.79%
311,365
-7,288
29
$32.4M 0.77%
365,779
-2,701
30
$32.3M 0.77%
785,394
-8,608
31
$32M 0.76%
405,548
-37,660
32
$30.9M 0.74%
538,348
-8,588
33
$30.5M 0.73%
564,798
+121,829
34
$28.8M 0.69%
463,428
-11,554
35
$28.7M 0.68%
+2,236,624
36
$28.5M 0.68%
1,752,360
-745,720
37
$28.3M 0.67%
456,018
+13,681
38
$27.7M 0.66%
682,091
+115,957
39
$26.9M 0.64%
1,304,955
+164,417
40
$26.8M 0.64%
506,123
-975
41
$26.5M 0.63%
248,466
-251
42
$26.4M 0.63%
389,571
-5,756
43
$26.1M 0.62%
329,908
-37,578
44
$26M 0.62%
+393,376
45
$25.9M 0.62%
662,794
+12,654
46
$25.9M 0.62%
965,354
+15,870
47
$25.8M 0.61%
102,242
+1,696
48
$25.8M 0.61%
264,181
+4,005
49
$25.8M 0.61%
439,643
-7,829
50
$25.8M 0.61%
297,385
-4,397
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