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
$4.31B
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$19M
3
+$17.5M
4
AVY icon
Avery Dennison
AVY
+$13.4M
5
ICUI icon
ICU Medical
ICUI
+$12.6M

Top Sells

1
+$22.8M
2
+$21.4M
3
+$17.7M
4
MDT icon
Medtronic
MDT
+$16.3M
5
EFX icon
Equifax
EFX
+$15.2M

Sector Composition

1 Healthcare 17.99%
2 Industrials 16.07%
3 Financials 14.59%
4 Technology 13.97%
5 Consumer Discretionary 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$285K 0.01%
15,152
-1,156
502
$282K 0.01%
10,487
+1,785
503
$282K 0.01%
+6,792
504
$280K 0.01%
3,297
505
$276K 0.01%
7,674
506
$275K 0.01%
+9,600
507
$271K 0.01%
+4,408
508
$269K 0.01%
1,840
-50
509
$269K 0.01%
2,275
-19,407
510
$264K 0.01%
4,000
511
$264K 0.01%
1,728
+150
512
$263K 0.01%
4,393
513
$261K 0.01%
7,348
514
$259K 0.01%
1,300
515
$258K 0.01%
9,760
516
$252K 0.01%
3,302
517
$247K 0.01%
2,925
518
$247K 0.01%
8,470
519
$245K 0.01%
3,186
-400
520
$243K 0.01%
+4,018
521
$243K 0.01%
4,262
522
$242K 0.01%
2,626
523
$240K 0.01%
+5,260
524
$239K 0.01%
3,101
525
$239K 0.01%
981
19 20
21
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