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
$4.45B
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$20.8M
3
+$13.7M
4
AMZN icon
Amazon
AMZN
+$12.1M
5
MDT icon
Medtronic
MDT
+$11.6M

Top Sells

1
+$36.9M
2
+$13.8M
3
+$13.4M
4
MSFT icon
Microsoft
MSFT
+$12.8M
5
BAX icon
Baxter International
BAX
+$12.2M

Sector Composition

1 Healthcare 17.69%
2 Industrials 13.97%
3 Technology 13.2%
4 Consumer Discretionary 11.82%
5 Financials 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$26.6M 0.6%
438,504
+17,827
52
$26M 0.59%
373,496
-2,535
53
$25M 0.56%
438,860
-18,903
54
$24.4M 0.55%
198,652
-53,543
55
$24.4M 0.55%
965,475
+41,378
56
$24.4M 0.55%
292,882
-5,893
57
$23.9M 0.54%
202,153
-8,810
58
$23.8M 0.54%
452,959
-16,783
59
$23.7M 0.53%
757,859
+294,036
60
$23.5M 0.53%
1,339,597
-5,517
61
$23M 0.52%
1,717,038
+4,279
62
$22.4M 0.5%
1,908,415
+37,157
63
$22.3M 0.5%
233,240
+1,090
64
$22.3M 0.5%
470,838
+164,496
65
$21.9M 0.49%
315,991
-2,812
66
$21.8M 0.49%
+294,943
67
$21.7M 0.49%
660,154
-65
68
$21.1M 0.47%
833,075
+367,263
69
$21.1M 0.47%
184,149
+52,672
70
$20.9M 0.47%
183,613
+19,589
71
$20.8M 0.47%
+816,102
72
$20.1M 0.45%
599,558
-59,860
73
$20M 0.45%
144,355
-14,500
74
$19.7M 0.44%
232,442
+5,827
75
$19.1M 0.43%
546,588
-24,056
1 2
3
4 5