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
$9.56B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1 +$17.2M
2 +$16.5M
3 +$16.3M
4
PINC icon
Premier
PINC
+$16.1M
5
BDX icon
Becton Dickinson
BDX
+$16.1M

Top Sells

1 +$59M
2 +$50.9M
3 +$36.8M
4
DHR icon
Danaher
DHR
+$21.7M
5
HOG icon
Harley-Davidson
HOG
+$15.7M

Sector Composition

1 Technology 18.62%
2 Industrials 18.36%
3 Healthcare 16.52%
4 Financials 12.36%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$49M 0.51%
498,504
+14,049
52
$49M 0.51%
185,659
+60,904
53
$49M 0.51%
3,986,474
-512,457
54
$49M 0.51%
1,440,347
+44,078
55
$45.3M 0.47%
295,446
+99,765
56
$44.6M 0.47%
798,627
-112,135
57
$44.1M 0.46%
81,696
-1,563
58
$44M 0.46%
246,586
+10,389
59
$42.6M 0.45%
1,926,468
-35,486
60
$42.4M 0.44%
644,716
-3,304
61
$41.5M 0.43%
211,564
+15,362
62
$41.5M 0.43%
714,155
-875,451
63
$41.5M 0.43%
199,904
-4,507
64
$41.2M 0.43%
73,290
-883
65
$40.9M 0.43%
394,449
-10,231
66
$40.5M 0.42%
300,765
+36,713
67
$39.7M 0.41%
1,047,726
-42,875
68
$39.2M 0.41%
2,039,317
-61,116
69
$39M 0.41%
1,087,206
+255,323
70
$38.9M 0.41%
229,080
+52,695
71
$38.8M 0.41%
892,912
-34,159
72
$38.5M 0.4%
260,549
-1,947
73
$38.3M 0.4%
1,228,890
+196,437
74
$38.1M 0.4%
1,182,949
+31,172
75
$37.3M 0.39%
2,065,583
-20,143