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
476
$361K 0.01%
2,605
477
$358K 0.01%
5,500
-5,180
478
$358K 0.01%
29,028
-238,667
479
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4,799
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480
$348K 0.01%
8,920
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481
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7,500
482
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483
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484
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485
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$296K 0.01%
6,971
-1,580