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
$4.3B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$21.6M
3
+$14.5M
4
BSFT
BroadSoft, Inc.
BSFT
+$13.4M
5
HWC icon
Hancock Whitney
HWC
+$12.9M

Top Sells

1
+$14.2M
2
+$11.5M
3
+$11.2M
4
UEIC icon
Universal Electronics
UEIC
+$10.9M
5
LXU icon
LSB Industries
LXU
+$8.84M

Sector Composition

1 Healthcare 16.6%
2 Industrials 14.82%
3 Consumer Discretionary 11.44%
4 Technology 11.38%
5 Financials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$269K 0.01%
33,000
-3,000
527
$268K 0.01%
20,000
528
$268K 0.01%
6,515
529
$266K 0.01%
5,000
-2,000
530
$265K 0.01%
6,653
-1,437
531
$265K 0.01%
8,880
532
$264K 0.01%
2,909
533
$262K 0.01%
+5,390
534
$256K 0.01%
2,975
-1,125
535
$253K 0.01%
14,200
+1,175
536
$247K 0.01%
5,925
-1,575
537
$245K 0.01%
18,460
-500
538
$244K 0.01%
+8,440
539
$243K 0.01%
+3,633
540
$243K 0.01%
2,233
541
$242K 0.01%
+5,270
542
$237K 0.01%
+2,850
543
$237K 0.01%
4,533
544
$235K 0.01%
9,500
545
$234K 0.01%
+4,286
546
$234K 0.01%
3,096
547
$234K 0.01%
6,732
548
$233K 0.01%
27,000
549
$230K 0.01%
4,450
-1,550
550
$229K 0.01%
4,350
20 21
22
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