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
$4.31B
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$19M
3
+$17.5M
4
AVY icon
Avery Dennison
AVY
+$13.4M
5
ICUI icon
ICU Medical
ICUI
+$12.6M

Top Sells

1
+$22.8M
2
+$21.4M
3
+$17.7M
4
MDT icon
Medtronic
MDT
+$16.3M
5
EFX icon
Equifax
EFX
+$15.2M

Sector Composition

1 Healthcare 17.99%
2 Industrials 16.07%
3 Financials 14.59%
4 Technology 13.97%
5 Consumer Discretionary 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$349K 0.01%
2,787
+232
477
$344K 0.01%
2,798
-388
478
$344K 0.01%
2,605
+37
479
$343K 0.01%
5,416
-40
480
$342K 0.01%
3,150
481
$340K 0.01%
35,959
-361,775
482
$338K 0.01%
2,200
-72
483
$330K 0.01%
10,986
+1,791
484
$323K 0.01%
13,049
485
$322K 0.01%
11,560
+888
486
$315K 0.01%
1,394
-75
487
$314K 0.01%
1,092
488
$310K 0.01%
10,375
489
$309K 0.01%
+6,582
490
$307K 0.01%
8,042
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491
$307K 0.01%
6,359
-121
492
$305K 0.01%
5,807
-808
493
$304K 0.01%
6,233
+1,725
494
$300K 0.01%
29,526
+888
495
$296K 0.01%
4,219
+52
496
$292K 0.01%
2,597
497
$290K 0.01%
3,505
-500
498
$289K 0.01%
+2,190
499
$288K 0.01%
2,624
500
$286K 0.01%
4,450
18 19
20
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