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
$6.79B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$25M
3
+$22.1M
4
VYX icon
NCR Voyix
VYX
+$18.1M
5
NFG icon
National Fuel Gas
NFG
+$17.9M

Top Sells

1
+$46.8M
2
+$24.6M
3
+$19.8M
4
MHK icon
Mohawk Industries
MHK
+$19M
5
HOUS icon
Anywhere Real Estate
HOUS
+$18.9M

Sector Composition

1 Healthcare 15.12%
2 Technology 15.06%
3 Financials 14.6%
4 Industrials 12.39%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.59M 0.02%
12,762
-345
477
$1.57M 0.02%
19,655
-1,893
478
$1.57M 0.02%
44,568
-211
479
$1.53M 0.02%
27,460
+14
480
$1.53M 0.02%
+23,718
481
$1.52M 0.02%
12,202
-10,518
482
$1.52M 0.02%
14,064
-890
483
$1.5M 0.02%
25,424
+1
484
$1.49M 0.02%
45,442
-14,720
485
$1.49M 0.02%
22,185
-1,940
486
$1.48M 0.02%
19,655
-67
487
$1.47M 0.02%
9,770
+9
488
$1.47M 0.02%
+61,330
489
$1.46M 0.02%
24,272
-3,955
490
$1.46M 0.02%
40,497
+17,269
491
$1.46M 0.02%
40,777
-7,575
492
$1.46M 0.02%
20,044
-17,446
493
$1.45M 0.02%
71,235
-5,520
494
$1.44M 0.02%
21,183
-300
495
$1.43M 0.02%
15,603
-88
496
$1.42M 0.02%
32,331
-2,407
497
$1.41M 0.02%
14,957
-39
498
$1.4M 0.02%
29,984
-828
499
$1.39M 0.02%
12,994
-32
500
$1.37M 0.02%
41,015
-7,845
18 19
20
21 22