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
576
$865K 0.01%
6,691
-2,877
577
$854K 0.01%
13,982
578
$852K 0.01%
9,171
+8
579
$851K 0.01%
6,146
-132
580
$849K 0.01%
4,703
-113
581
$848K 0.01%
29,814
-58
582
$841K 0.01%
85,388
-2,812
583
$824K 0.01%
78,800
+4,000
584
$819K 0.01%
7,399
-715
585
$817K 0.01%
16,619
-52
586
$813K 0.01%
56,032
-1,000
587
$810K 0.01%
13,081
+3,588
588
$810K 0.01%
21,660
589
$808K 0.01%
29,632
-1,347
590
$806K 0.01%
+4,719
591
$800K 0.01%
18,616
-842
592
$799K 0.01%
12,100
+200
593
$790K 0.01%
12,167
-10,693
594
$788K 0.01%
171,360
+62,017
595
$788K 0.01%
20,190
+1,737
596
$788K 0.01%
18,283
+1,967
597
$783K 0.01%
37,550
598
$781K 0.01%
+35,763
599
$779K 0.01%
47,820
-5,480
600
$771K 0.01%
53,016
+17,047
22 23
24
25 26