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
$4.45B
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1 +$21.8M
2 +$20.8M
3 +$13.7M
4
AMZN icon
Amazon
AMZN
+$12.1M
5
MDT icon
Medtronic
MDT
+$11.6M

Top Sells

1 +$36.9M
2 +$13.8M
3 +$13.4M
4
MSFT icon
Microsoft
MSFT
+$12.8M
5
BAX icon
Baxter International
BAX
+$12.2M

Sector Composition

1 Healthcare 17.69%
2 Industrials 13.97%
3 Technology 13.2%
4 Consumer Discretionary 11.82%
5 Financials 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$220K ﹤0.01%
13,800
527
$219K ﹤0.01%
+4,368
528
$217K ﹤0.01%
18,160
529
$215K ﹤0.01%
4,000
530
$214K ﹤0.01%
+3,144
531
$213K ﹤0.01%
+4,800
532
$211K ﹤0.01%
2,885
-265
533
$209K ﹤0.01%
+2,000
534
$204K ﹤0.01%
7,392
535
$204K ﹤0.01%
+4,350
536
$204K ﹤0.01%
+1,350
537
$202K ﹤0.01%
4,039
+220
538
$191K ﹤0.01%
10,377
-413
539
$191K ﹤0.01%
11,814
+1,279
540
$188K ﹤0.01%
4,513
-125
541
$186K ﹤0.01%
14,543
+217
542
$174K ﹤0.01%
19,000
543
$173K ﹤0.01%
38,746
544
$172K ﹤0.01%
12,000
545
$164K ﹤0.01%
28,050
546
$154K ﹤0.01%
12,498
547
$122K ﹤0.01%
16,486
548
$113K ﹤0.01%
11,400
549
$105K ﹤0.01%
10,000
-1,000
550
$104K ﹤0.01%
11,000
-1,500