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
$10.3B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$36.8M
3
+$36M
4
BDC icon
Belden
BDC
+$27.9M
5
CMP icon
Compass Minerals
CMP
+$26M

Top Sells

1
+$97.3M
2
+$91.4M
3
+$56.3M
4
VYX icon
NCR Voyix
VYX
+$55.4M
5
BKNG icon
Booking.com
BKNG
+$51.4M

Sector Composition

1 Technology 21.73%
2 Healthcare 16.05%
3 Industrials 13.2%
4 Financials 12.25%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$400K ﹤0.01%
7,058
-148,681
652
$399K ﹤0.01%
3,429
-226
653
$398K ﹤0.01%
6,120
-156,950
654
$396K ﹤0.01%
3,290
655
$396K ﹤0.01%
2,023
656
$385K ﹤0.01%
1,558
657
$381K ﹤0.01%
14,632
658
$376K ﹤0.01%
3,808
+3
659
$374K ﹤0.01%
2,050
660
$371K ﹤0.01%
3,476
-53
661
$370K ﹤0.01%
+1,242
662
$368K ﹤0.01%
5,060
-32,771
663
$367K ﹤0.01%
4,555
664
$357K ﹤0.01%
3,334
-175
665
$356K ﹤0.01%
19,060
666
$356K ﹤0.01%
+13,149
667
$347K ﹤0.01%
+6,600
668
$345K ﹤0.01%
+5,300
669
$343K ﹤0.01%
4,540
670
$342K ﹤0.01%
1,960
671
$342K ﹤0.01%
1,077
-16,235
672
$342K ﹤0.01%
2,750
673
$339K ﹤0.01%
2,000
-9
674
$335K ﹤0.01%
9,343
675
$330K ﹤0.01%
6,320
-120
25 26
27
28 29