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
526
$717K 0.01%
9,248
527
$703K 0.01%
38,925
-300
528
$702K 0.01%
12,900
-400
529
$697K 0.01%
14,800
530
$685K 0.01%
17,528
-800
531
$674K 0.01%
6,652
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532
$672K 0.01%
5,833
-3,644
533
$665K 0.01%
49,300
534
$659K 0.01%
5,022
-36
535
$658K 0.01%
2,671
-12
536
$652K 0.01%
2,460
-15
537
$650K 0.01%
6,162
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538
$646K 0.01%
7,721
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539
$644K 0.01%
26,722
-1,262
540
$643K 0.01%
23,789
-55
541
$627K 0.01%
11,024
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13,398
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543
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15,537
-129
544
$602K 0.01%
12,330
545
$596K 0.01%
24,252
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546
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27,670
-3,320
547
$582K 0.01%
7,741
-1,633
548
$572K 0.01%
29,672
549
$571K 0.01%
2,999
-343
550
$569K 0.01%
2,295
+201
20 21
22
23 24