SBH

Segall Bryant & Hamill Portfolio holdings

AUM $7.39B
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
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
+$25.5M
2
+$25.2M
3
+$20.9M
4
VYX icon
NCR Voyix
VYX
+$18.5M
5
SNDR icon
Schneider National
SNDR
+$18M

Top Sells

1
+$38.5M
2
+$23.9M
3
+$21.3M
4
AVGO icon
Broadcom
AVGO
+$19.8M
5
HOUS
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
751
$336K ﹤0.01%
6,487
-158
752
$331K ﹤0.01%
2,989
-108
753
$330K ﹤0.01%
11,391
-316
754
$330K ﹤0.01%
1,858
-119
755
$325K ﹤0.01%
5,545
-1,300
756
$324K ﹤0.01%
1,728
757
$319K ﹤0.01%
7,492
-2,508
758
$317K ﹤0.01%
4,740
-1,182
759
$316K ﹤0.01%
2,846
-53
760
$316K ﹤0.01%
5,849
+854
761
$316K ﹤0.01%
8,552
762
$311K ﹤0.01%
10,147
763
$303K ﹤0.01%
2,510
764
$300K ﹤0.01%
61,260
765
$295K ﹤0.01%
1,958
-183
766
$295K ﹤0.01%
7,276
767
$291K ﹤0.01%
1,350
+25
768
$290K ﹤0.01%
2,700
769
$287K ﹤0.01%
3,185
770
$284K ﹤0.01%
1,729
-600
771
$281K ﹤0.01%
1,558
772
$281K ﹤0.01%
+13,973
773
$277K ﹤0.01%
5,200
774
$271K ﹤0.01%
35,000
+13,100
775
$269K ﹤0.01%
4,728
29 30
31
32 33