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
$10.3B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$37.5M
3
+$34.4M
4
BDC icon
Belden
BDC
+$28.9M
5
APOG icon
Apogee Enterprises
APOG
+$27.3M

Top Sells

1
+$99.8M
2
+$93.2M
3
+$56.3M
4
VYX icon
NCR Voyix
VYX
+$56M
5
BKNG icon
Booking.com
BKNG
+$51.4M

Sector Composition

1 Technology 21.73%
2 Healthcare 16.05%
3 Industrials 13.2%
4 Financials 12.25%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$749K 0.01%
5,789
-165
552
$747K 0.01%
7,252
553
$743K 0.01%
6,368
-18
554
$741K 0.01%
1,450
-1,850
555
$737K 0.01%
6,692
-453
556
$717K 0.01%
+35,700
557
$713K 0.01%
4,880
558
$710K 0.01%
41,000
559
$705K 0.01%
4,775
560
$703K 0.01%
6,024
+464
561
$696K 0.01%
30,412
-146
562
$692K 0.01%
17,827
+19
563
$660K 0.01%
9,178
564
$656K 0.01%
8,845
+1,312
565
$655K 0.01%
4,550
-65
566
$653K 0.01%
1,224
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567
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43,125
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568
$650K 0.01%
24,854
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569
$624K 0.01%
2,521
-11
570
$622K 0.01%
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571
$618K 0.01%
11,958
+5,706
572
$617K 0.01%
5,380
-13,356
573
$610K 0.01%
1,768
574
$606K 0.01%
7,758
+50
575
$606K 0.01%
5,060
21 22
23
24 25