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
$10.3B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$37.5M
3
+$34.4M
4
BDC icon
Belden
BDC
+$28.9M
5
APOG icon
Apogee Enterprises
APOG
+$27.3M

Top Sells

1
+$99.8M
2
+$93.2M
3
+$56.3M
4
VYX icon
NCR Voyix
VYX
+$56M
5
BKNG icon
Booking.com
BKNG
+$51.4M

Sector Composition

1 Technology 21.73%
2 Healthcare 16.05%
3 Industrials 13.2%
4 Financials 12.25%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$232K ﹤0.01%
6,808
727
$231K ﹤0.01%
+750
728
$231K ﹤0.01%
8,415
729
$224K ﹤0.01%
1,690
+14
730
$222K ﹤0.01%
15,672
-315
731
$221K ﹤0.01%
935
-6,769
732
$220K ﹤0.01%
12,600
733
$220K ﹤0.01%
+5,250
734
$218K ﹤0.01%
14,822
-63
735
$214K ﹤0.01%
3,000
736
$213K ﹤0.01%
8,406
-129
737
$212K ﹤0.01%
1,900
738
$211K ﹤0.01%
+6,991
739
$211K ﹤0.01%
6,197
740
$210K ﹤0.01%
878
+7
741
$209K ﹤0.01%
2,738
742
$208K ﹤0.01%
+3,291
743
$207K ﹤0.01%
+3,577
744
$207K ﹤0.01%
1,995
-75
745
$206K ﹤0.01%
3,862
-31,457
746
$206K ﹤0.01%
+9,608
747
$206K ﹤0.01%
+7,794
748
$205K ﹤0.01%
+5,000
749
$204K ﹤0.01%
6,753
-63
750
$202K ﹤0.01%
+2,461
28 29
30
31 32