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
$10.3B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1 +$42.4M
2 +$37.5M
3 +$34.4M
4
BDC icon
Belden
BDC
+$28.9M
5
APOG icon
Apogee Enterprises
APOG
+$27.3M

Top Sells

1 +$99.8M
2 +$93.2M
3 +$56.3M
4
VYX icon
NCR Voyix
VYX
+$56M
5
BKNG icon
Booking.com
BKNG
+$51.4M

Sector Composition

1 Technology 21.73%
2 Healthcare 16.05%
3 Industrials 13.2%
4 Financials 12.25%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$1.57M 0.02%
17,093
-11,860
477
$1.57M 0.02%
32,062
+2,000
478
$1.56M 0.02%
10,103
-295
479
$1.56M 0.02%
1,045
-296
480
$1.55M 0.02%
24,420
+978
481
$1.52M 0.01%
15,879
-920
482
$1.5M 0.01%
15,201
-200
483
$1.5M 0.01%
20,631
484
$1.47M 0.01%
21,912
-55
485
$1.43M 0.01%
9,497
-2,455
486
$1.4M 0.01%
9,989
+1,385
487
$1.38M 0.01%
5,763
-10
488
$1.36M 0.01%
2,787
+166
489
$1.35M 0.01%
27,704
-3,655
490
$1.33M 0.01%
11,826
+417
491
$1.33M 0.01%
10,726
+45
492
$1.32M 0.01%
5,475
+103
493
$1.32M 0.01%
7,407
-20
494
$1.31M 0.01%
4,586
+63
495
$1.29M 0.01%
15,503
+854
496
$1.28M 0.01%
6,007
-7,933
497
$1.26M 0.01%
10,664
498
$1.25M 0.01%
12,237
-80
499
$1.25M 0.01%
15,444
+223
500
$1.25M 0.01%
4,319
+18