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
$4.1B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$15M
3
+$12.9M
4
MINI
Mobile Mini Inc
MINI
+$12M
5
EPAY
Bottomline Technologies Inc
EPAY
+$11.7M

Top Sells

1
+$41.2M
2
+$17.7M
3
+$16.1M
4
APTV icon
Aptiv
APTV
+$15.6M
5
CSL icon
Carlisle Companies
CSL
+$12.3M

Sector Composition

1 Healthcare 17.04%
2 Technology 13.87%
3 Industrials 13.37%
4 Financials 12.25%
5 Consumer Discretionary 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$248K 0.01%
2,795
502
$240K 0.01%
9,500
503
$233K 0.01%
4,006
+128
504
$233K 0.01%
4,746
-404
505
$232K 0.01%
7,508
-507
506
$231K 0.01%
7,200
-1,500
507
$229K 0.01%
+3,342
508
$227K 0.01%
1,859
509
$224K 0.01%
+4,370
510
$222K 0.01%
5,389
511
$221K 0.01%
1,350
512
$220K 0.01%
3,087
-26
513
$216K 0.01%
2,969
514
$211K 0.01%
+3,144
515
$207K 0.01%
5,400
516
$204K 0.01%
6,175
-500
517
$203K ﹤0.01%
7,408
518
$202K ﹤0.01%
4,200
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519
$195K ﹤0.01%
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520
$195K ﹤0.01%
15,000
-5,000
521
$192K ﹤0.01%
18,160
522
$173K ﹤0.01%
11,238
-512
523
$170K ﹤0.01%
12,514
524
$169K ﹤0.01%
12,000
525
$166K ﹤0.01%
19,000
19 20
21
22 23