SBH

Segall Bryant & Hamill Portfolio holdings

AUM $6.98B
1-Year Est. Return 34.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.1B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1 +$22.7M
2 +$16.1M
3 +$13.8M
4
FOE
Ferro Corporation
FOE
+$13.5M
5
BFH icon
Bread Financial
BFH
+$13.5M

Top Sells

1 +$41.2M
2 +$18.7M
3 +$16.1M
4
APTV icon
Aptiv
APTV
+$15.8M
5
CSL icon
Carlisle Companies
CSL
+$14.1M

Sector Composition

1 Healthcare 17.04%
2 Technology 13.87%
3 Industrials 13.37%
4 Financials 12.25%
5 Consumer Discretionary 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-123,116
552
-10,520
553
-87,108
554
-29,797
555
-1,254
556
-234,654
557
-176,556
558
-42,250
559
-450,927
560
-4,691
561
-100,263
562
-13,070
563
-4,800
564
-14,875
565
-8,240
566
-6,688
567
-18,530
568
-464,730
569
-80,828
570
-22,168
571
-332,335
572
-3,251
573
-197,675
574
-91,828
575
-9,600