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
$7.33B
AUM Growth
+$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$94.4M
2
+$91.7M
3
+$83.5M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$50.6M
5
CEG icon
Constellation Energy
CEG
+$48.4M

Top Sells

1
+$106M
2
+$30.5M
3
+$27.5M
4
EQC
Equity Commonwealth
EQC
+$25.2M
5
ICUI icon
ICU Medical
ICUI
+$21.3M

Sector Composition

1 Industrials 19.48%
2 Technology 18.29%
3 Financials 14.37%
4 Healthcare 13.59%
5 Consumer Discretionary 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.51M 0.02%
96,000
477
$1.48M 0.02%
+105,309
478
$1.48M 0.02%
+285,728
479
$1.47M 0.02%
+32,809
480
$1.46M 0.02%
+41,715
481
$1.46M 0.02%
+23,936
482
$1.45M 0.02%
+117,529
483
$1.43M 0.02%
+12,009
484
$1.41M 0.02%
+51,931
485
$1.41M 0.02%
+42,231
486
$1.38M 0.02%
+110,801
487
$1.38M 0.02%
+36,775
488
$1.36M 0.02%
+42,710
489
$1.36M 0.02%
+53,556
490
$1.29M 0.02%
40,655
+27,516
491
$1.27M 0.02%
108,774
+41,800
492
$1.23M 0.02%
+52,390
493
$1.22M 0.02%
+348,025
494
$1.21M 0.02%
+63,608
495
$1.21M 0.02%
+56,764
496
$1.17M 0.02%
+47,305
497
$1.15M 0.02%
+10,985
498
$1.15M 0.02%
+39,697
499
$1.12M 0.02%
+22,200
500
$1.12M 0.02%
84,700
+2,500
18 19
20
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