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
$4.45B
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$20.8M
3
+$13.7M
4
AMZN icon
Amazon
AMZN
+$12.1M
5
MDT icon
Medtronic
MDT
+$11.6M

Top Sells

1
+$36.9M
2
+$13.8M
3
+$13.4M
4
MSFT icon
Microsoft
MSFT
+$12.8M
5
BAX icon
Baxter International
BAX
+$12.2M

Sector Composition

1 Healthcare 17.69%
2 Industrials 13.97%
3 Technology 13.2%
4 Consumer Discretionary 11.82%
5 Financials 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$18.9M 0.43%
206,643
-5,253
77
$18.7M 0.42%
501,411
-326,632
78
$18.3M 0.41%
417,101
+199,231
79
$18.1M 0.41%
1,023,556
+6,120
80
$18M 0.41%
572,093
+179,707
81
$18M 0.41%
734,844
-50,456
82
$17.8M 0.4%
383,556
+2,850
83
$17.5M 0.39%
619,346
-15,324
84
$17.3M 0.39%
422,728
-2,450
85
$16.8M 0.38%
114,287
+25,128
86
$16.8M 0.38%
49,756
-1,229
87
$16.7M 0.38%
170,124
+139,289
88
$16.6M 0.37%
326,226
-1,327
89
$16.6M 0.37%
165,136
-33,119
90
$16.6M 0.37%
255,035
-12,927
91
$16.1M 0.36%
803,617
+165,358
92
$15.8M 0.36%
437,262
-2,483
93
$15.5M 0.35%
342,590
-14,587
94
$15.2M 0.34%
260,219
+2,239
95
$15.2M 0.34%
109,193
-38,682
96
$15.1M 0.34%
431,429
-1,750
97
$15.1M 0.34%
185,713
+25
98
$14.7M 0.33%
262,100
-1,729
99
$14.5M 0.33%
2,416,536
+24,539
100
$14.1M 0.32%
430,940
-1,490
2 3
4
5 6