SBH

Segall Bryant & Hamill Portfolio holdings

AUM $7.51B
1-Year Est. Return 19.26%
This Quarter Est. Return
1 Year Est. Return
+19.26%
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
776
$269K ﹤0.01%
2,164
777
$268K ﹤0.01%
7,305
778
$267K ﹤0.01%
10,628
-3,396
779
$265K ﹤0.01%
4,000
-28,985
780
$263K ﹤0.01%
4,204
-35
781
$261K ﹤0.01%
3,708
-638
782
$261K ﹤0.01%
3,000
-72,021
783
$258K ﹤0.01%
1,502
-154
784
$257K ﹤0.01%
9,844
+1,429
785
$253K ﹤0.01%
2,817
-200
786
$252K ﹤0.01%
3,993
787
$251K ﹤0.01%
3,052
-534
788
$251K ﹤0.01%
9,760
789
$250K ﹤0.01%
5,100
790
$250K ﹤0.01%
1,113
-400
791
$248K ﹤0.01%
4,725
-21
792
$247K ﹤0.01%
5,258
793
$244K ﹤0.01%
5,958
-41
794
$242K ﹤0.01%
1,063
-500
795
$242K ﹤0.01%
6,681
796
$241K ﹤0.01%
3,920
-431
797
$240K ﹤0.01%
1,497
-3
798
$235K ﹤0.01%
1,906
-247
799
$235K ﹤0.01%
9,115
+156
800
$232K ﹤0.01%
5,105
30 31
32
33 34