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
801
$231K ﹤0.01%
647
-92
802
$226K ﹤0.01%
2,068
-575
803
$225K ﹤0.01%
5,031
804
$224K ﹤0.01%
2,617
805
$223K ﹤0.01%
2,132
806
$223K ﹤0.01%
+11,548
807
$219K ﹤0.01%
9,420
808
$219K ﹤0.01%
+1,136
809
$217K ﹤0.01%
18,610
810
$216K ﹤0.01%
12,500
811
$212K ﹤0.01%
+4,732
812
$211K ﹤0.01%
1,595
-187
813
$205K ﹤0.01%
7,420
814
$203K ﹤0.01%
+6,845
815
$203K ﹤0.01%
+2,900
816
$202K ﹤0.01%
10,664
817
$201K ﹤0.01%
10,918
818
$201K ﹤0.01%
2,536
+10
819
$201K ﹤0.01%
1,800
820
$200K ﹤0.01%
+28,480
821
$199K ﹤0.01%
12,207
-250
822
$186K ﹤0.01%
16,000
823
$173K ﹤0.01%
20,800
+2,400
824
$167K ﹤0.01%
+16,404
825
$135K ﹤0.01%
15,288
31 32
33
34 35