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
$9.56B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.5M
3
+$16.3M
4
PINC icon
Premier
PINC
+$16.1M
5
BDX icon
Becton Dickinson
BDX
+$16.1M

Top Sells

1
+$59M
2
+$50.9M
3
+$36.8M
4
DHR icon
Danaher
DHR
+$21.7M
5
HOG icon
Harley-Davidson
HOG
+$15.7M

Sector Composition

1 Technology 18.62%
2 Industrials 18.36%
3 Healthcare 16.52%
4 Financials 12.36%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$721K 0.01%
7,984
-150
527
$717K 0.01%
10,167
+1,777
528
$691K 0.01%
3,764
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529
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24,451
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530
$666K 0.01%
3,255
-27
531
$664K 0.01%
7,540
+110
532
$664K 0.01%
38,539
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533
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47,700
+7,900
534
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535
$648K 0.01%
14,215
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536
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537
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4,387
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538
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17,134
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539
$636K 0.01%
11,229
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540
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25,322
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544
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545
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546
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13,888
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547
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548
$592K 0.01%
8,000
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549
$584K 0.01%
23,690
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550
$570K 0.01%
1,720
20 21
22
23 24