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
676
$508K 0.01%
6,287
-100
677
$506K 0.01%
5,128
+153
678
$502K 0.01%
7,931
679
$497K 0.01%
11,411
680
$497K 0.01%
5,765
-5,423
681
$490K 0.01%
4,167
-465
682
$490K 0.01%
3,457
+574
683
$490K 0.01%
6,121
-3,414
684
$488K 0.01%
6,200
+666
685
$480K 0.01%
8,885
686
$474K 0.01%
23,052
687
$466K 0.01%
4,595
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688
$462K 0.01%
7,410
-2,182
689
$460K 0.01%
6,031
690
$459K 0.01%
6,275
-1,103
691
$453K 0.01%
2,786
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692
$449K 0.01%
1,688
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693
$448K 0.01%
10,116
-4,372
694
$446K 0.01%
3,900
695
$443K 0.01%
1,097
696
$443K 0.01%
8,149
-207
697
$442K 0.01%
2,077
698
$437K 0.01%
16,080
+4,871
699
$436K 0.01%
2,656
-416
700
$428K 0.01%
8,462
26 27
28
29 30