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
101
$14M 0.32%
28,460
+150
102
$13.9M 0.31%
1,276,046
-491,537
103
$13.8M 0.31%
1,560,017
-34,736
104
$13.8M 0.31%
58,429
-1,253
105
$13.7M 0.31%
558,676
-114,120
106
$13.3M 0.3%
514,367
-1,595
107
$13.2M 0.3%
199,267
-468
108
$13.1M 0.3%
176,903
-5,438
109
$13M 0.29%
1,223,295
+511,094
110
$13M 0.29%
381,191
-1,353
111
$12.9M 0.29%
494,711
-11,170
112
$12.8M 0.29%
77,083
+1,378
113
$12.7M 0.29%
155,172
+23
114
$12.7M 0.29%
173,735
-142,463
115
$12.7M 0.29%
152,883
-39,330
116
$12.5M 0.28%
156,076
+1,806
117
$12.3M 0.28%
145,039
+1,237
118
$12.2M 0.27%
487,272
+148,281
119
$12.1M 0.27%
155,116
+148,731
120
$12.1M 0.27%
553,569
+54,010
121
$12.1M 0.27%
409,774
-23,089
122
$11.5M 0.26%
362,049
-1,443
123
$11.4M 0.26%
1,356,215
+246,020
124
$11.4M 0.26%
75,868
-5,005
125
$11.3M 0.25%
427,197
+5,960
3 4
5
6 7