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
$6.79B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$25M
3
+$22.1M
4
VYX icon
NCR Voyix
VYX
+$18.1M
5
NFG icon
National Fuel Gas
NFG
+$17.9M

Top Sells

1
+$46.8M
2
+$24.6M
3
+$19.8M
4
MHK icon
Mohawk Industries
MHK
+$19M
5
HOUS icon
Anywhere Real Estate
HOUS
+$18.9M

Sector Composition

1 Healthcare 15.12%
2 Technology 15.06%
3 Financials 14.6%
4 Industrials 12.39%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.37M 0.02%
117,060
+6
502
$1.37M 0.02%
31,309
-12
503
$1.37M 0.02%
36,034
-49
504
$1.35M 0.02%
45,895
-7,587
505
$1.35M 0.02%
28,005
506
$1.32M 0.02%
53,697
507
$1.31M 0.02%
11,926
-8
508
$1.3M 0.02%
17,031
+517
509
$1.29M 0.02%
32,140
-1,135
510
$1.29M 0.02%
18,306
+252
511
$1.28M 0.02%
18,340
-1,390
512
$1.26M 0.02%
12,026
+958
513
$1.25M 0.02%
15,859
-161
514
$1.25M 0.02%
16,213
-2,961
515
$1.24M 0.02%
24,572
-138
516
$1.23M 0.02%
9,798
+1,685
517
$1.2M 0.02%
10,462
+142
518
$1.2M 0.02%
16,888
-14,207
519
$1.2M 0.02%
1,542
520
$1.17M 0.02%
40,846
-292
521
$1.16M 0.02%
14,802
-626
522
$1.15M 0.02%
219,190
-753,171
523
$1.14M 0.02%
15,588
-54
524
$1.12M 0.02%
19,296
525
$1.11M 0.02%
9,859
+1,622
19 20
21
22 23