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
26
$82.9M 0.8%
370,861
-2,528
27
$78.3M 0.76%
507,409
+20,661
28
$74.2M 0.72%
1,604,857
+18,376
29
$73.1M 0.71%
1,197,003
+13,538
30
$72.4M 0.7%
344,331
+7,555
31
$72.4M 0.7%
227,518
+7,861
32
$72.1M 0.7%
962,930
-19,240
33
$69.9M 0.68%
1,036,731
+110,455
34
$69.7M 0.68%
645,224
+50,448
35
$66.4M 0.64%
238,903
+1,926
36
$65.7M 0.64%
1,108,219
+391,627
37
$65.2M 0.63%
837,912
+38,693
38
$64.5M 0.63%
555,830
-49,840
39
$63.1M 0.61%
1,011,416
+41,495
40
$62.5M 0.61%
169,153
+34,241
41
$62.1M 0.6%
427,503
+13,852
42
$60.9M 0.59%
211,680
+19,784
43
$57.4M 0.56%
587,510
-85,719
44
$56.9M 0.55%
810,352
+26,830
45
$55.8M 0.54%
584,988
+62,257
46
$55.2M 0.54%
595,079
+119,642
47
$54.6M 0.53%
1,262,365
-337,154
48
$53.9M 0.52%
168,972
+11,196
49
$52.8M 0.51%
468,427
-19,457
50
$52.6M 0.51%
319,444
-10,674
1
2
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