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
$8.96B
AUM Growth
+$565M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$24.2M
3
+$18.3M
4
UL icon
Unilever
UL
+$17.7M
5
PVH icon
PVH
PVH
+$17.5M

Top Sells

1
+$31.3M
2
+$27.2M
3
+$19M
4
SPXC icon
SPX Corp
SPXC
+$18M
5
VYX icon
NCR Voyix
VYX
+$17.7M

Sector Composition

1 Healthcare 16.98%
2 Industrials 16.66%
3 Technology 16.47%
4 Financials 13.37%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$890K 0.01%
4,824
-890
502
$884K 0.01%
6,298
-1
503
$883K 0.01%
10,295
-92
504
$883K 0.01%
3,428
-5
505
$880K 0.01%
7,623
+59
506
$879K 0.01%
4,179
+2,116
507
$877K 0.01%
8,898
508
$876K 0.01%
58,668
-3,000
509
$874K 0.01%
9,994
+240
510
$867K 0.01%
8,271
-46
511
$861K 0.01%
7,150
-855
512
$847K 0.01%
7,480
-300
513
$844K 0.01%
7,275
514
$814K 0.01%
12,407
-200
515
$809K 0.01%
6,886
516
$800K 0.01%
1,110
517
$794K 0.01%
49,350
518
$788K 0.01%
6,105
-684
519
$785K 0.01%
8,672
520
$773K 0.01%
4,883
-250
521
$762K 0.01%
9,683
-600
522
$761K 0.01%
5,252
+470
523
$732K 0.01%
11,886
-384
524
$732K 0.01%
78,800
-3,300
525
$717K 0.01%
114,500
+24,100
19 20
21
22 23