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
601
$764K 0.01%
4,892
+337
602
$756K 0.01%
89,575
+2,610
603
$756K 0.01%
12,984
+800
604
$754K 0.01%
3,279
-80
605
$743K 0.01%
3,248
+333
606
$741K 0.01%
12,638
-530
607
$737K 0.01%
39,950
+2,005
608
$736K 0.01%
43,930
+464
609
$732K 0.01%
102,702
+19,851
610
$732K 0.01%
39,648
611
$718K 0.01%
5,316
+1,105
612
$713K 0.01%
5,240
613
$713K 0.01%
13,724
-3,309
614
$711K 0.01%
+22,830
615
$710K 0.01%
18,691
-292
616
$700K 0.01%
+6,296
617
$690K 0.01%
22,159
-5,116
618
$687K 0.01%
32,566
+2,669
619
$683K 0.01%
8,433
-28
620
$676K 0.01%
6,347
+13
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