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
$6.79B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$25M
3
+$22.1M
4
VYX icon
NCR Voyix
VYX
+$18.1M
5
NFG icon
National Fuel Gas
NFG
+$17.9M

Top Sells

1
+$46.8M
2
+$24.6M
3
+$19.8M
4
MHK icon
Mohawk Industries
MHK
+$19M
5
HOUS icon
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
601
$764K 0.01%
4,892
+337
602
$756K 0.01%
89,575
+2,610
603
$756K 0.01%
12,984
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604
$754K 0.01%
3,279
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605
$743K 0.01%
3,248
+333
606
$741K 0.01%
6,319
-265
607
$737K 0.01%
39,950
+2,005
608
$736K 0.01%
43,930
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609
$732K 0.01%
102,702
+19,851
610
$732K 0.01%
39,648
611
$718K 0.01%
5,316
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612
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5,240
613
$713K 0.01%
13,724
-3,309
614
$711K 0.01%
+22,830
615
$710K 0.01%
18,691
-292
616
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+6,296
617
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22,159
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618
$687K 0.01%
32,566
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619
$683K 0.01%
8,433
-28
620
$676K 0.01%
6,347
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621
$672K 0.01%
8,025
622
$670K 0.01%
7,048
-119
623
$669K 0.01%
14,568
624
$668K 0.01%
8,335
-821
625
$665K 0.01%
9,079
-2,228
23 24
25
26 27