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
$4.45B
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$20.8M
3
+$13.7M
4
AMZN icon
Amazon
AMZN
+$12.1M
5
MDT icon
Medtronic
MDT
+$11.6M

Top Sells

1
+$36.9M
2
+$13.8M
3
+$13.4M
4
MSFT icon
Microsoft
MSFT
+$12.8M
5
BAX icon
Baxter International
BAX
+$12.2M

Sector Composition

1 Healthcare 17.69%
2 Industrials 13.97%
3 Technology 13.2%
4 Consumer Discretionary 11.82%
5 Financials 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$34.8M 0.78%
241,376
-6,603
27
$34.6M 0.78%
528,669
-87,987
28
$34.2M 0.77%
2,602,621
-78,445
29
$34.1M 0.77%
1,246,132
-35,357
30
$33.8M 0.76%
330,745
-13,348
31
$33.6M 0.76%
872,827
-161,184
32
$33.5M 0.75%
934,071
+4,374
33
$32.8M 0.74%
329,880
-2,011
34
$32.4M 0.73%
321,888
-5,549
35
$32.3M 0.73%
279,414
-10,486
36
$31.4M 0.71%
556,862
+22,476
37
$30.9M 0.7%
1,048,256
+134,950
38
$30.5M 0.69%
764,943
-335,084
39
$30.4M 0.68%
622,355
+2,046
40
$30.4M 0.68%
448,113
-3,806
41
$30.4M 0.68%
220,197
+84,043
42
$28.7M 0.65%
618,327
+1,294
43
$28.5M 0.64%
612,125
+26,373
44
$28.5M 0.64%
305,761
-58,417
45
$27.4M 0.62%
261,543
+17,896
46
$26.9M 0.6%
366,924
-800
47
$26.8M 0.6%
127,610
-13,998
48
$26.7M 0.6%
487,653
-18,995
49
$26.7M 0.6%
1,091,192
+6,522
50
$26.7M 0.6%
807,801
-226
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