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
626
$654K 0.01%
5,575
-175
627
$654K 0.01%
8,101
-323
628
$647K 0.01%
5,849
-1,166
629
$644K 0.01%
8,990
-27,250
630
$629K 0.01%
14,424
-2,554
631
$620K 0.01%
5,086
-200
632
$618K 0.01%
63,314
633
$618K 0.01%
17,598
-266
634
$617K 0.01%
19,794
-5,515
635
$616K 0.01%
16,512
636
$609K 0.01%
+62,600
637
$606K 0.01%
5,300
638
$605K 0.01%
21,216
-1,539
639
$604K 0.01%
15,940
-2
640
$602K 0.01%
7,194
641
$599K 0.01%
12,333
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642
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4,690
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643
$597K 0.01%
18,477
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644
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21,636
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645
$591K 0.01%
3,207
-250
646
$587K 0.01%
1,851
-68
647
$581K 0.01%
4,462
648
$578K 0.01%
46,625
649
$577K 0.01%
4,192
-717
650
$573K 0.01%
10,664
24 25
26
27 28