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
$3.98B
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1 +$19.2M
2 +$14.1M
3 +$10.6M
4
DOV icon
Dover
DOV
+$10.3M
5
DIS icon
Walt Disney
DIS
+$10M

Top Sells

1 +$22.3M
2 +$14.2M
3 +$12.3M
4
MMM icon
3M
MMM
+$12M
5
DG icon
Dollar General
DG
+$9.72M

Sector Composition

1 Healthcare 16.73%
2 Industrials 14.77%
3 Financials 14.65%
4 Technology 13.04%
5 Consumer Discretionary 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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-12,000