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
$9.56B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1 +$17.2M
2 +$16.5M
3 +$16.3M
4
PINC icon
Premier
PINC
+$16.1M
5
BDX icon
Becton Dickinson
BDX
+$16.1M

Top Sells

1 +$59M
2 +$50.9M
3 +$36.8M
4
DHR icon
Danaher
DHR
+$21.7M
5
HOG icon
Harley-Davidson
HOG
+$15.7M

Sector Composition

1 Technology 18.62%
2 Industrials 18.36%
3 Healthcare 16.52%
4 Financials 12.36%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$389K ﹤0.01%
4,918
-585
602
$386K ﹤0.01%
3,120
+200
603
$383K ﹤0.01%
6,489
-2,005
604
$382K ﹤0.01%
5,707
605
$381K ﹤0.01%
9,248
606
$380K ﹤0.01%
2,000
607
$380K ﹤0.01%
15,681
-2,205
608
$379K ﹤0.01%
5,144
-200
609
$378K ﹤0.01%
12,832
610
$373K ﹤0.01%
2,050
611
$372K ﹤0.01%
3,805
612
$368K ﹤0.01%
3,371
613
$367K ﹤0.01%
3,325
614
$366K ﹤0.01%
2,207
615
$364K ﹤0.01%
7,897
+395
616
$360K ﹤0.01%
1,734
+8
617
$353K ﹤0.01%
3,971
-584
618
$342K ﹤0.01%
10,485
-250
619
$342K ﹤0.01%
12,585
-475
620
$340K ﹤0.01%
35,400
621
$340K ﹤0.01%
16,887
+249
622
$336K ﹤0.01%
2,740
+100
623
$334K ﹤0.01%
2,454
624
$332K ﹤0.01%
7,700
+1,200
625
$329K ﹤0.01%
25,897
+192