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
$10.5B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$17.9M
3
+$17.8M
4
COTY icon
Coty
COTY
+$16.9M
5
BDC icon
Belden
BDC
+$15M

Top Sells

1
+$23.5M
2
+$22.5M
3
+$22.4M
4
FOE
Ferro Corporation
FOE
+$20M
5
LW icon
Lamb Weston
LW
+$16.2M

Sector Composition

1 Technology 21.93%
2 Healthcare 16.54%
3 Industrials 13.38%
4 Financials 12.61%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$717K 0.01%
2,519
-2
577
$713K 0.01%
14,386
+2,428
578
$710K 0.01%
18,347
+520
579
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580
$694K 0.01%
4,775
581
$691K 0.01%
4,866
+24
582
$683K 0.01%
11,629
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583
$678K 0.01%
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584
$671K 0.01%
49,300
+9,400
585
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586
$662K 0.01%
39,590
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587
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6,293
-75
588
$657K 0.01%
8,098
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589
$653K 0.01%
42,220
-2,227
590
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2,725
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591
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592
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1,062
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593
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42,036
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594
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16,003
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595
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6,178
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596
$625K 0.01%
4,323
+1,642
597
$608K 0.01%
1,514
+31
598
$606K 0.01%
8,163
+190
599
$602K 0.01%
8,103
-742
600
$601K 0.01%
5,060
22 23
24
25 26