SBH

Segall Bryant & Hamill Portfolio holdings

AUM $6.98B
1-Year Est. Return 34.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.53B
AUM Growth
-$743M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1 +$36.2M
2 +$32.7M
3 +$21.2M
4
ATR icon
AptarGroup
ATR
+$20.4M
5
FIVN icon
FIVE9
FIVN
+$20.1M

Top Sells

1 +$77.1M
2 +$27.5M
3 +$24.3M
4
RRC icon
Range Resources
RRC
+$23.4M
5
ALE
Allete
ALE
+$18.3M

Sector Composition

1 Technology 18.14%
2 Industrials 17.3%
3 Financials 15.66%
4 Healthcare 14.96%
5 Consumer Discretionary 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
-63,110
577
-195,027
578
-12,269
579
-122,087
580
-94,308
581
-116,868
582
-116,537
583
-36,775
584
-214,562
585
-247,297
586
-61,219
587
-10,986
588
-56,501
589
-276,796
590
-47,274
591
-43,441
592
-86,496
593
-393,549
594
-25,780
595
-67,824
596
-19,800
597
-39,612
598
-1,540,536
599
-63,712
600
-27,600