SBH

Segall Bryant & Hamill Portfolio holdings

AUM $7.51B
1-Year Est. Return 19.26%
This Quarter Est. Return
1 Year Est. Return
+19.26%
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
551
-68,055
552
-2,193
553
-43,962
554
-8,011
555
-39,431
556
-3,590
557
-10,318
558
-5,055
559
-5,395
560
-38,675
561
-60,673
562
-187,857
563
-2,709
564
-11,000
565
-2,010
566
-23,888
567
-11,500
568
-6,241
569
-21,121
570
-10,200
571
-13,220
572
-3,800
573
-1,454
574
-14,080
575
-6,182