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
$8.96B
AUM Growth
+$565M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$24.2M
3
+$18.3M
4
UL icon
Unilever
UL
+$17.7M
5
PVH icon
PVH
PVH
+$17.5M

Top Sells

1
+$31.3M
2
+$27.2M
3
+$19M
4
SPXC icon
SPX Corp
SPXC
+$18M
5
VYX icon
NCR Voyix
VYX
+$17.7M

Sector Composition

1 Healthcare 16.98%
2 Industrials 16.66%
3 Technology 16.47%
4 Financials 13.37%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.15M 0.01%
11,686
-497
477
$1.07M 0.01%
26,050
-2,061
478
$1.06M 0.01%
12,728
+450
479
$1.05M 0.01%
11,086
-818
480
$1.04M 0.01%
17,789
-1,065
481
$1.04M 0.01%
68,050
-1,660
482
$1.02M 0.01%
8,081
+314
483
$1.02M 0.01%
20,860
-305,919
484
$1.02M 0.01%
9,644
+6,025
485
$1M 0.01%
4,558
-19
486
$1M 0.01%
5,636
-205
487
$996K 0.01%
2,559
+121
488
$994K 0.01%
14,779
+285
489
$993K 0.01%
6,726
-15
490
$979K 0.01%
4,227
-121
491
$972K 0.01%
6,090
492
$971K 0.01%
10,190
+1,050
493
$968K 0.01%
9,708
-61
494
$959K 0.01%
7,063
-515
495
$936K 0.01%
12,044
-31,472
496
$934K 0.01%
9,846
+50
497
$933K 0.01%
14,813
+4,900
498
$921K 0.01%
2,683
-150
499
$921K 0.01%
61,221
-246
500
$906K 0.01%
19,197
-692
18 19
20
21 22