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
$10.3B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1 +$42.4M
2 +$37.5M
3 +$34.4M
4
BDC icon
Belden
BDC
+$28.9M
5
APOG icon
Apogee Enterprises
APOG
+$27.3M

Top Sells

1 +$99.8M
2 +$93.2M
3 +$56.3M
4
VYX icon
NCR Voyix
VYX
+$56M
5
BKNG icon
Booking.com
BKNG
+$51.4M

Sector Composition

1 Technology 21.73%
2 Healthcare 16.05%
3 Industrials 13.2%
4 Financials 12.25%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
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802
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804
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805
-8,260
806
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807
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808
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809
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810
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811
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812
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813
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814
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815
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816
-10,194
817
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818
-35,434
819
-199,195
820
-9,131
821
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822
-5,000
823
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824
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825
-20,473