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
851
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-5,586
852
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-7,403
853
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-37,067
854
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-38,368
855
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-828,527
856
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-47,129
857
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-37,201
858
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-6,371
859
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-5,322
860
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-4,971
861
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-16,413
862
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-18,425
863
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-9,875
864
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-366,024
865
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-10,250
866
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-8,060
867
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-1,933
868
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-17,396
869
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-38,193
870
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-29,000
871
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-185,210
872
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-9,635
873
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-202,295
874
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-53,300
875
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-12,000
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