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
651
$572K 0.01%
18,920
-2,331
652
$571K 0.01%
7,674
-1,400
653
$570K 0.01%
1,748
-89
654
$564K 0.01%
46,700
+14,000
655
$557K 0.01%
36,652
-127
656
$556K 0.01%
46,100
657
$555K 0.01%
+16,380
658
$555K 0.01%
3,431
-706
659
$554K 0.01%
3,213
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660
$553K 0.01%
9,900
-115
661
$553K 0.01%
4,775
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662
$548K 0.01%
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663
$546K 0.01%
6,047
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664
$540K 0.01%
24,245
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665
$537K 0.01%
20,900
666
$534K 0.01%
3,549
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667
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18,443
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668
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32,717
-2,600
669
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+9,439
670
$522K 0.01%
22,849
671
$520K 0.01%
+10,569
672
$514K 0.01%
5,407
-132
673
$510K 0.01%
2,515
-42
674
$509K 0.01%
6,186
675
$508K 0.01%
42,025
-34
25 26
27
28 29