SBH
Segall Bryant & Hamill Portfolio holdings
AUM
$7.12B
1-Year Return
18.91%
This Quarter Return
-2.96%
1 Year Return
+18.91%
3 Year Return
+73.09%
5 Year Return
+143.62%
10 Year Return
+348.23%
AUM
$8.64B
AUM Growth
-$915M
(-9.6%)
Cap. Flow
-$507M
Cap. Flow
% of AUM
-5.87%
Top 10 Holdings %
Top 10 Hldgs %
16.03%
Holding
726
New
22
Increased
130
Reduced
333
Closed
221
Top Buys
| 1 |
Unilever
UL
|
+$51.9M |
| 2 |
Chord Energy
CHRD
|
+$33M |
| 3 |
Mercury Systems
MRCY
|
+$23.4M |
| 4 |
Matador Resources
MTDR
|
+$20.3M |
| 5 |
Descartes Systems
DSGX
|
+$18.7M |
Top Sells
| 1 |
Sterling Infrastructure
STRL
|
+$44.6M |
| 2 |
PDCE
PDC Energy, Inc.
PDCE
|
+$31.1M |
| 3 |
Progress Software
PRGS
|
+$21.6M |
| 4 |
Suncor Energy
SU
|
+$20M |
| 5 |
Sysco
SYY
|
+$18.8M |
Sector Composition
| 1 | Technology | 17.86% |
| 2 | Industrials | 17.72% |
| 3 | Healthcare | 16.21% |
| 4 | Financials | 13.14% |
| 5 | Consumer Discretionary | 10.12% |
