SBH

Segall Bryant & Hamill Portfolio holdings

AUM $7.39B
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.79B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$25.2M
3
+$20.9M
4
VYX icon
NCR Voyix
VYX
+$18.5M
5
SNDR icon
Schneider National
SNDR
+$18M

Top Sells

1
+$38.5M
2
+$23.9M
3
+$21.3M
4
AVGO icon
Broadcom
AVGO
+$19.8M
5
HOUS
Anywhere Real Estate
HOUS
+$18.9M

Sector Composition

1 Healthcare 15.12%
2 Technology 15.06%
3 Financials 14.6%
4 Industrials 12.39%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$973K 0.01%
26,665
552
$964K 0.01%
11,824
-857
553
$959K 0.01%
3,401
554
$953K 0.01%
9,728
+910
555
$952K 0.01%
39,211
-80
556
$951K 0.01%
5,977
+252
557
$942K 0.01%
25,673
-22,100
558
$938K 0.01%
9,327
-67
559
$930K 0.01%
10,781
560
$929K 0.01%
11,807
-1,114
561
$924K 0.01%
40,716
+6,077
562
$921K 0.01%
24,190
-2,435
563
$920K 0.01%
26,002
+173
564
$902K 0.01%
8,595
-16,287
565
$901K 0.01%
11,676
566
$895K 0.01%
5,260
567
$894K 0.01%
32,393
-7,207
568
$894K 0.01%
52,610
+10,704
569
$884K 0.01%
61,761
-18,394
570
$879K 0.01%
11,143
-675
571
$873K 0.01%
20,177
-5,020
572
$869K 0.01%
4,563
-1,144
573
$868K 0.01%
103,286
+64,195
574
$867K 0.01%
8,693
-2,313
575
$866K 0.01%
5,389
21 22
23
24 25