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
$4.45B
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$20.8M
3
+$13.7M
4
AMZN icon
Amazon
AMZN
+$12.1M
5
MDT icon
Medtronic
MDT
+$11.6M

Top Sells

1
+$36.9M
2
+$13.8M
3
+$13.4M
4
MSFT icon
Microsoft
MSFT
+$12.8M
5
BAX icon
Baxter International
BAX
+$12.2M

Sector Composition

1 Healthcare 17.69%
2 Industrials 13.97%
3 Technology 13.2%
4 Consumer Discretionary 11.82%
5 Financials 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$265K 0.01%
8,246
-41,610
502
$264K 0.01%
+2,835
503
$262K 0.01%
10,000
504
$261K 0.01%
9,400
-7,350
505
$258K 0.01%
11,375
506
$256K 0.01%
5,205
-41
507
$256K 0.01%
6,775
508
$251K 0.01%
+2,253
509
$250K 0.01%
1,859
510
$248K 0.01%
6,640
511
$248K 0.01%
5,389
512
$243K 0.01%
9,500
513
$242K 0.01%
6,688
514
$241K 0.01%
+3,906
515
$240K 0.01%
7,608
516
$240K 0.01%
6,675
517
$239K 0.01%
7,785
-81,751
518
$238K 0.01%
+9,600
519
$232K 0.01%
12,460
-111,881
520
$229K 0.01%
2,221
521
$229K 0.01%
4,691
+241
522
$226K 0.01%
2,969
523
$226K 0.01%
+1,254
524
$225K 0.01%
3,371
525
$225K 0.01%
84,239
+2,542
19 20
21
22 23