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
$8.96B
AUM Growth
+$565M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$24.2M
3
+$18.3M
4
UL icon
Unilever
UL
+$17.7M
5
PVH icon
PVH
PVH
+$17.5M

Top Sells

1
+$31.3M
2
+$27.2M
3
+$19M
4
SPXC icon
SPX Corp
SPXC
+$18M
5
VYX icon
NCR Voyix
VYX
+$17.7M

Sector Composition

1 Healthcare 16.98%
2 Industrials 16.66%
3 Technology 16.47%
4 Financials 13.37%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$34.8M 0.39%
2,754,836
-88,744
77
$34M 0.38%
1,241,128
-72,185
78
$33.7M 0.38%
988,941
-28,474
79
$32.7M 0.37%
506,970
-1,265
80
$32.5M 0.36%
1,357,094
-13,298
81
$32.4M 0.36%
91,584
-8,346
82
$31.7M 0.35%
319,436
-41,775
83
$31.2M 0.35%
255,825
-7,728
84
$30.9M 0.35%
3,057,222
+492,558
85
$30.6M 0.34%
628,212
-5,807
86
$30.5M 0.34%
960,046
+10,883
87
$29.8M 0.33%
636,254
+65,365
88
$29.8M 0.33%
574,515
-138,514
89
$29.8M 0.33%
600,177
-70,873
90
$29.8M 0.33%
88,854
-20,907
91
$29.6M 0.33%
466,782
-3,243
92
$29.4M 0.33%
384,501
-3,355
93
$28.9M 0.32%
1,219,214
-45,713
94
$28.7M 0.32%
579,315
-5,872
95
$28.6M 0.32%
499,394
-33,990
96
$28.1M 0.31%
625,287
-36,986
97
$28M 0.31%
350,424
+43,830
98
$27.9M 0.31%
364,725
+31,416
99
$27.7M 0.31%
573,072
+19,452
100
$27.7M 0.31%
227,042
-9,768
2 3
4
5 6