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
$4.2B
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$26M
3
+$11.9M
4
AAPL icon
Apple
AAPL
+$11.7M
5
MG icon
Mistras Group
MG
+$11.2M

Top Sells

1
+$26.3M
2
+$20.9M
3
+$14.7M
4
CDNS icon
Cadence Design Systems
CDNS
+$14.3M
5
AMZN icon
Amazon
AMZN
+$12.1M

Sector Composition

1 Healthcare 16.84%
2 Industrials 14.37%
3 Technology 11.34%
4 Consumer Discretionary 11.08%
5 Financials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$238K 0.01%
2,716
+122
527
$236K 0.01%
3,700
-6,170
528
$235K 0.01%
+4,071
529
$232K 0.01%
7,500
530
$230K 0.01%
2,100
-100
531
$230K 0.01%
2,838
532
$221K 0.01%
2,146
-1,480
533
$221K 0.01%
6,732
534
$219K 0.01%
1,859
-1,000
535
$219K 0.01%
6,675
-8,237
536
$216K 0.01%
+4,000
537
$212K 0.01%
4,638
-1,975
538
$204K ﹤0.01%
13,700
539
$203K ﹤0.01%
5,570
-19,082
540
$201K ﹤0.01%
3,470
-3,170
541
$166K ﹤0.01%
20,400
542
$158K ﹤0.01%
17,000
-7,000
543
$157K ﹤0.01%
11,400
544
$156K ﹤0.01%
17,410
545
$116K ﹤0.01%
11,000
-2,000
546
$114K ﹤0.01%
12,640
-200
547
$97K ﹤0.01%
10,000
548
$88K ﹤0.01%
38,746
549
$66K ﹤0.01%
10,000
550
$17K ﹤0.01%
31,059
-5,000
20 21
22
23 24