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
$6.56B
AUM Growth
+$2.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$55.3M
2
+$37.8M
3
+$35.8M
4
TIVO
Tivo Inc
TIVO
+$34M
5
ENSG icon
The Ensign Group
ENSG
+$31M

Top Sells

1
+$20.9M
2
+$10.4M
3
+$10.4M
4
PARA
Paramount Global Class B
PARA
+$10.1M
5
TT icon
Trane Technologies
TT
+$9.85M

Sector Composition

1 Healthcare 14.87%
2 Financials 14.71%
3 Technology 14.64%
4 Industrials 12.42%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$233K ﹤0.01%
6,681
802
$232K ﹤0.01%
+8,060
803
$231K ﹤0.01%
+2,132
804
$230K ﹤0.01%
+3,192
805
$229K ﹤0.01%
5,258
+666
806
$228K ﹤0.01%
+2,482
807
$226K ﹤0.01%
+1,782
808
$222K ﹤0.01%
+7,403
809
$222K ﹤0.01%
9,420
810
$220K ﹤0.01%
4,791
811
$219K ﹤0.01%
4,995
-1,750
812
$218K ﹤0.01%
4,316
+2,149
813
$217K ﹤0.01%
+4,971
814
$216K ﹤0.01%
+4,239
815
$215K ﹤0.01%
+6,213
816
$212K ﹤0.01%
+2,968
817
$209K ﹤0.01%
9,635
-343
818
$206K ﹤0.01%
7,420
819
$206K ﹤0.01%
+42,207
820
$205K ﹤0.01%
+2,617
821
$205K ﹤0.01%
+1,800
822
$203K ﹤0.01%
+8,959
823
$203K ﹤0.01%
2,526
+11
824
$201K ﹤0.01%
+739
825
$200K ﹤0.01%
16,000
31 32
33
34 35