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
$8.96B
AUM Growth
+$565M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1 +$27.4M
2 +$24.2M
3 +$18.3M
4
UL icon
Unilever
UL
+$17.7M
5
PVH icon
PVH
PVH
+$17.5M

Top Sells

1 +$31.3M
2 +$27.2M
3 +$19M
4
SPXC icon
SPX Corp
SPXC
+$18M
5
VYX icon
NCR Voyix
VYX
+$17.7M

Sector Composition

1 Healthcare 16.98%
2 Industrials 16.66%
3 Technology 16.47%
4 Financials 13.37%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-453,426
727
-319,374
728
-39,852
729
-4,706
730
-127,600
731
-6,500
732
-2,557
733
-56,774
734
-77,017
735
-33,364
736
-185,355
737
-7,500
738
-375,286
739
-159,087
740
-3,420
741
$0 ﹤0.01%
10,000
742
-4,555
743
-200,940
744
-48,703
745
-41,725
746
-118,541
747
-68,549