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
$6.79B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$25M
3
+$22.1M
4
VYX icon
NCR Voyix
VYX
+$18.1M
5
NFG icon
National Fuel Gas
NFG
+$17.9M

Top Sells

1
+$46.8M
2
+$24.6M
3
+$19.8M
4
MHK icon
Mohawk Industries
MHK
+$19M
5
HOUS icon
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
726
$384K 0.01%
10,870
727
$383K 0.01%
2,184
-108,541
728
$379K 0.01%
5,266
729
$374K 0.01%
5,076
-1,085
730
$373K 0.01%
18,083
-139
731
$373K 0.01%
27,500
732
$370K 0.01%
10,300
733
$369K 0.01%
20,868
734
$368K 0.01%
1,088
735
$367K 0.01%
13,955
-2,785
736
$367K 0.01%
19,261
737
$364K 0.01%
11,105
+100
738
$364K 0.01%
6,757
-274
739
$358K 0.01%
8,185
740
$356K 0.01%
+910
741
$354K 0.01%
2,853
+381
742
$353K 0.01%
2,661
+160
743
$349K 0.01%
7,220
-11,200
744
$345K 0.01%
3,165
-85
745
$343K 0.01%
154,490
746
$343K 0.01%
6,240
747
$339K 0.01%
2,760
748
$339K 0.01%
1,672
+35
749
$338K 0.01%
2,132
750
$337K 0.01%
6,118
-73
28 29
30
31 32