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
$4.3B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$21.6M
3
+$14.5M
4
BSFT
BroadSoft, Inc.
BSFT
+$13.4M
5
HWC icon
Hancock Whitney
HWC
+$12.9M

Top Sells

1
+$14.2M
2
+$11.5M
3
+$11.2M
4
UEIC icon
Universal Electronics
UEIC
+$10.9M
5
LXU icon
LSB Industries
LXU
+$8.84M

Sector Composition

1 Healthcare 16.6%
2 Industrials 14.82%
3 Consumer Discretionary 11.44%
4 Technology 11.38%
5 Financials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$27M 0.63%
294,815
-854
52
$26.7M 0.62%
+544,802
53
$26.2M 0.61%
439,604
-145,233
54
$25.4M 0.59%
798,492
-9,466
55
$25M 0.58%
504,187
-2,215
56
$25M 0.58%
474,051
-1,015
57
$24.6M 0.57%
1,285,738
+4,614
58
$23.7M 0.55%
1,060,606
-24,156
59
$23.5M 0.55%
211,266
-2,335
60
$22.6M 0.53%
284,850
+7,104
61
$22.6M 0.53%
272,591
-649
62
$22M 0.51%
412,613
+6,142
63
$21.9M 0.51%
428,803
+8,403
64
$21.4M 0.5%
646,120
-4,276
65
$20.9M 0.49%
452,101
-34,648
66
$20M 0.47%
172,509
-16,476
67
$19.8M 0.46%
195,206
-22
68
$19.7M 0.46%
230,301
-705
69
$19.4M 0.45%
165,599
-3,149
70
$19M 0.44%
338,358
-137,689
71
$18.9M 0.44%
904,155
-70,458
72
$18.9M 0.44%
1,216,690
-118,080
73
$18.7M 0.43%
47,017
-3,616
74
$18.1M 0.42%
362,829
-3,015
75
$17.9M 0.42%
218,385
-20,455
1 2
3
4 5