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
$5.8B
AUM Growth
-$988M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1 +$35.5M
2 +$28.1M
3 +$26.9M
4
AVGO icon
Broadcom
AVGO
+$19.1M
5
IPHS
Innophos Holdings, Inc.
IPHS
+$13.7M

Top Sells

1 +$21.6M
2 +$18.3M
3 +$17.6M
4
FDX icon
FedEx
FDX
+$17.4M
5
IDTI
Integrated Device Technology I
IDTI
+$16.2M

Sector Composition

1 Healthcare 16.46%
2 Technology 14.87%
3 Financials 14.65%
4 Industrials 10.91%
5 Consumer Discretionary 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$1.32M 0.02%
14,387
+11,534
477
$1.29M 0.02%
42,850
-514,708
478
$1.29M 0.02%
1,540
-2
479
$1.29M 0.02%
+89,200
480
$1.28M 0.02%
39,239
-1,258
481
$1.27M 0.02%
28,005
482
$1.27M 0.02%
25,029
-3,423
483
$1.25M 0.02%
25,417
+1,145
484
$1.25M 0.02%
34,130
+1,799
485
$1.25M 0.02%
21,483
+300
486
$1.23M 0.02%
12,006
+5,315
487
$1.22M 0.02%
14,802
488
$1.21M 0.02%
15,371
-232
489
$1.21M 0.02%
26,739
-721
490
$1.21M 0.02%
64,955
-49,239
491
$1.2M 0.02%
79,486
-5,714
492
$1.2M 0.02%
18,279
+6,472
493
$1.2M 0.02%
42,885
+6,200
494
$1.19M 0.02%
40,075
-26,707
495
$1.18M 0.02%
11,316
+3,897
496
$1.17M 0.02%
117,060
497
$1.16M 0.02%
10,305
-157
498
$1.16M 0.02%
10,293
-495
499
$1.16M 0.02%
23,367
-595
500
$1.14M 0.02%
23,399
-1,173