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
$10.3B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$37.5M
3
+$34.4M
4
BDC icon
Belden
BDC
+$28.9M
5
APOG icon
Apogee Enterprises
APOG
+$27.3M

Top Sells

1
+$99.8M
2
+$93.2M
3
+$56.3M
4
VYX icon
NCR Voyix
VYX
+$56M
5
BKNG icon
Booking.com
BKNG
+$51.4M

Sector Composition

1 Technology 21.73%
2 Healthcare 16.05%
3 Industrials 13.2%
4 Financials 12.25%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.24M 0.01%
14,800
-9,615
502
$1.24M 0.01%
16,578
+4,742
503
$1.24M 0.01%
8,299
-1,313
504
$1.22M 0.01%
3,219
+55
505
$1.2M 0.01%
37,495
+1,200
506
$1.19M 0.01%
23,775
+8,565
507
$1.16M 0.01%
17,341
+2,795
508
$1.14M 0.01%
15,095
-27
509
$1.12M 0.01%
56,668
+468
510
$1.1M 0.01%
37,163
-1,100
511
$1.09M 0.01%
2,632
-4
512
$1.09M 0.01%
20,835
513
$1.08M 0.01%
33,759
514
$1.06M 0.01%
14,112
515
$1.06M 0.01%
20,437
+5,296
516
$1.05M 0.01%
22,819
-3
517
$1.04M 0.01%
5,140
518
$993K 0.01%
14,421
-14,876
519
$989K 0.01%
1,872
-57,508
520
$987K 0.01%
7,179
+347
521
$976K 0.01%
1,353
-7
522
$975K 0.01%
5,949
+1,750
523
$970K 0.01%
82,100
524
$964K 0.01%
7,653
-434
525
$959K 0.01%
20,066
+2,824
19 20
21
22 23