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
$8.96B
AUM Growth
+$565M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$24.2M
3
+$18.3M
4
UL icon
Unilever
UL
+$17.7M
5
PVH icon
PVH
PVH
+$17.5M

Top Sells

1
+$31.3M
2
+$27.2M
3
+$19M
4
SPXC icon
SPX Corp
SPXC
+$18M
5
VYX icon
NCR Voyix
VYX
+$17.7M

Sector Composition

1 Healthcare 16.98%
2 Industrials 16.66%
3 Technology 16.47%
4 Financials 13.37%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$568K 0.01%
16,617
-3,485
552
$567K 0.01%
1,923
-7
553
$564K 0.01%
4,160
+1
554
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4,377
-291
555
$548K 0.01%
2,936
-194
556
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3,668
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557
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7,270
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558
$532K 0.01%
21,915
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559
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9,556
560
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27,070
-564
561
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562
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6,210
563
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564
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14,717
-10,242
565
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566
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567
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569
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570
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2,486
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4,162
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$498K 0.01%
27,400
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573
$498K 0.01%
1,561
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574
$489K 0.01%
5,796
-1
575
$481K 0.01%
15,087
-32
21 22
23
24 25