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
$4.2B
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$26M
3
+$11.9M
4
AAPL icon
Apple
AAPL
+$11.7M
5
MG icon
Mistras Group
MG
+$11.2M

Top Sells

1
+$26.3M
2
+$20.9M
3
+$14.7M
4
CDNS icon
Cadence Design Systems
CDNS
+$14.3M
5
AMZN icon
Amazon
AMZN
+$12.1M

Sector Composition

1 Healthcare 16.84%
2 Industrials 14.37%
3 Technology 11.34%
4 Consumer Discretionary 11.08%
5 Financials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$289K 0.01%
16,749
-2,866
502
$287K 0.01%
20,000
503
$284K 0.01%
2,000
504
$280K 0.01%
7,453
-1,711
505
$279K 0.01%
3,050
-260
506
$279K 0.01%
13,800
-31,700
507
$268K 0.01%
2,909
508
$267K 0.01%
3,308
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509
$267K 0.01%
4,450
510
$264K 0.01%
18,160
511
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4,700
-1,748
512
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513
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28,000
-5,000
514
$252K 0.01%
4,291
+3
515
$252K 0.01%
4,000
516
$250K 0.01%
11,375
-2,025
517
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3,633
518
$248K 0.01%
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519
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3,976
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520
$247K 0.01%
3,543
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521
$245K 0.01%
7,400
522
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4,350
523
$241K 0.01%
3,608
-1,020
524
$241K 0.01%
9,500
525
$240K 0.01%
3,204
-950
19 20
21
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