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
476
$319K 0.01%
22,330
-500
477
$319K 0.01%
+15,956
478
$318K 0.01%
9,443
479
$311K 0.01%
4,000
480
$310K 0.01%
3,308
481
$310K 0.01%
+2,485
482
$307K 0.01%
11,750
+578
483
$306K 0.01%
7,450
484
$301K 0.01%
4,500
485
$298K 0.01%
5,462
+1,000
486
$297K 0.01%
6,732
487
$294K 0.01%
2,756
488
$284K 0.01%
+58,480
489
$283K 0.01%
3,976
+928
490
$283K 0.01%
20,000
491
$280K 0.01%
4,076
492
$279K 0.01%
+5,150
493
$278K 0.01%
7,707
-75
494
$277K 0.01%
3,251
-300
495
$277K 0.01%
2,617
-20
496
$273K 0.01%
4,624
+2
497
$273K 0.01%
15,737
498
$271K 0.01%
+5,140
499
$269K 0.01%
3,145
500
$268K 0.01%
7,582
18 19
20
21 22