SBH

Segall Bryant & Hamill Portfolio holdings

AUM $7.39B
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.79B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$25.2M
3
+$20.9M
4
VYX icon
NCR Voyix
VYX
+$18.5M
5
SNDR icon
Schneider National
SNDR
+$18M

Top Sells

1
+$38.5M
2
+$23.9M
3
+$21.3M
4
AVGO icon
Broadcom
AVGO
+$19.8M
5
HOUS
Anywhere Real Estate
HOUS
+$18.9M

Sector Composition

1 Healthcare 15.12%
2 Technology 15.06%
3 Financials 14.6%
4 Industrials 12.39%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.11M 0.02%
51,154
-3,966
527
$1.09M 0.02%
7,419
-1,075
528
$1.09M 0.02%
13,040
+120
529
$1.08M 0.02%
+36,200
530
$1.08M 0.02%
10,957
+3,860
531
$1.08M 0.02%
4,740
-1,960
532
$1.08M 0.02%
39,545
+30
533
$1.07M 0.02%
10,443
-19,711
534
$1.07M 0.02%
46,665
-1,175
535
$1.07M 0.02%
21,227
536
$1.06M 0.02%
17,351
-5,376
537
$1.06M 0.02%
+47,148
538
$1.06M 0.02%
+36,685
539
$1.06M 0.02%
13,807
+4,038
540
$1.05M 0.02%
11,858
-1,776
541
$1.04M 0.02%
22,200
-84
542
$1.04M 0.02%
3,000
+450
543
$1.04M 0.02%
23,160
-31,620
544
$1.03M 0.02%
11,919
-195
545
$1.03M 0.02%
5,030
-29
546
$1.02M 0.02%
10,347
-635
547
$1.02M 0.02%
15,090
548
$1.02M 0.02%
36,262
-123
549
$1.02M 0.02%
+21,966
550
$979K 0.01%
+34,479
20 21
22
23 24