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
$6.44B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
870
New
Increased
Reduced
Closed

Top Buys

1 +$37.9M
2 +$18.9M
3 +$13.2M
4
CLX icon
Clorox
CLX
+$12.7M
5
RSG icon
Republic Services
RSG
+$11.6M

Top Sells

1 +$43.9M
2 +$13.8M
3 +$12.4M
4
VYX icon
NCR Voyix
VYX
+$10.8M
5
GLDD icon
Great Lakes Dredge & Dock
GLDD
+$10.6M

Sector Composition

1 Technology 17.47%
2 Healthcare 15.56%
3 Financials 14.58%
4 Industrials 10.32%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
-2,998
852
-5,347
853
-22,670
854
-55,377
855
-3
856
-40
857
-119,475
858
-16,935
859
-31,505
860
-204,015
861
-1,800
862
-10,315
863
-13,413
864
-2,030
865
-12,100
866
-28,495
867
-11,260
868
-33,156
869
-1,682
870
-233,746