SBH

Segall Bryant & Hamill Portfolio holdings

AUM $7.51B
1-Year Est. Return 19.26%
This Quarter Est. Return
1 Year Est. Return
+19.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.19B
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$22.8M
3
+$22.3M
4
PARA
Paramount Global Class B
PARA
+$15.9M
5
HAL icon
Halliburton
HAL
+$14.3M

Top Sells

1
+$28.2M
2
+$27.4M
3
+$24.1M
4
AMZN icon
Amazon
AMZN
+$21.5M
5
BA icon
Boeing
BA
+$21M

Sector Composition

1 Healthcare 17.22%
2 Industrials 14.56%
3 Consumer Discretionary 11.53%
4 Technology 10.55%
5 Financials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$376K 0.01%
7,500
477
$375K 0.01%
10,000
478
$368K 0.01%
6,439
479
$367K 0.01%
38,010
-24,843
480
$366K 0.01%
39,431
+26,766
481
$366K 0.01%
3,626
-33
482
$362K 0.01%
9,100
483
$360K 0.01%
5,125
+500
484
$359K 0.01%
44,490
-1,600
485
$357K 0.01%
6,640
486
$355K 0.01%
6,448
-110,110
487
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2,605
488
$352K 0.01%
3,626
-680
489
$348K 0.01%
3,996
-300
490
$345K 0.01%
9,500
-3,100
491
$344K 0.01%
2,859
492
$341K 0.01%
17,890
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493
$339K 0.01%
4,248
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494
$338K 0.01%
9,198
+400
495
$335K 0.01%
17,087
496
$335K 0.01%
3,957
-370
497
$334K 0.01%
6,912
498
$333K 0.01%
5,661
-500
499
$327K 0.01%
1,088
500
$323K 0.01%
4,759
-190
18 19
20
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