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
701
$428K 0.01%
8,462
702
$427K 0.01%
9,428
-150
703
$423K 0.01%
3,266
-793
704
$419K 0.01%
22,600
-27,600
705
$418K 0.01%
5,288
+2,096
706
$416K 0.01%
+37,822
707
$416K 0.01%
+16,070
708
$415K 0.01%
5,861
+322
709
$415K 0.01%
15,400
710
$415K 0.01%
7,032
+1,867
711
$413K 0.01%
4,999
-1,012
712
$412K 0.01%
3,027
713
$410K 0.01%
23,127
-1,000
714
$409K 0.01%
10,400
715
$408K 0.01%
10,435
+1,445
716
$408K 0.01%
3,586
-1,000
717
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30,623
718
$400K 0.01%
3,793
-399
719
$400K 0.01%
10,343
-31
720
$400K 0.01%
5,121
721
$400K 0.01%
22,000
722
$397K 0.01%
+16,000
723
$394K 0.01%
2,345
724
$394K 0.01%
15,455
-6,202
725
$388K 0.01%
10,714
27 28
29
30 31