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
$8.96B
AUM Growth
+$565M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$24.2M
3
+$18.3M
4
UL icon
Unilever
UL
+$17.7M
5
PVH icon
PVH
PVH
+$17.5M

Top Sells

1
+$31.3M
2
+$27.2M
3
+$19M
4
SPXC icon
SPX Corp
SPXC
+$18M
5
VYX icon
NCR Voyix
VYX
+$17.7M

Sector Composition

1 Healthcare 16.98%
2 Industrials 16.66%
3 Technology 16.47%
4 Financials 13.37%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$245K ﹤0.01%
2,981
-1,621
677
$239K ﹤0.01%
+2,404
678
$238K ﹤0.01%
+5,506
679
$236K ﹤0.01%
4,000
680
$236K ﹤0.01%
1,020
681
$231K ﹤0.01%
4,728
+28
682
$229K ﹤0.01%
+1,640
683
$228K ﹤0.01%
2,775
-1
684
$226K ﹤0.01%
+2,075
685
$224K ﹤0.01%
+9,343
686
$221K ﹤0.01%
16,638
687
$220K ﹤0.01%
+2,700
688
$216K ﹤0.01%
7,841
-9,821
689
$215K ﹤0.01%
+10,207
690
$210K ﹤0.01%
+4,077
691
$206K ﹤0.01%
+1,912
692
$206K ﹤0.01%
4,133
693
$204K ﹤0.01%
733
694
$200K ﹤0.01%
477
-15
695
$200K ﹤0.01%
3,000
696
$200K ﹤0.01%
1,448
-13,465
697
$182K ﹤0.01%
10,664
698
$172K ﹤0.01%
10,790
699
$151K ﹤0.01%
25,100
700
$146K ﹤0.01%
10,625
26 27
28
29 30