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
101
$27.4M 0.31%
+847,354
102
$27.3M 0.31%
691,107
-4,980
103
$26.9M 0.3%
69,355
-4,292
104
$26.5M 0.3%
163,678
-4,300
105
$25.6M 0.29%
306,076
+1,659
106
$25.4M 0.28%
187,318
-41,883
107
$25.3M 0.28%
196,421
+67,326
108
$25.3M 0.28%
340,764
-71,011
109
$24.8M 0.28%
358,116
+127,909
110
$24.7M 0.28%
103,534
+33,433
111
$24.3M 0.27%
769,743
-8,426
112
$24.2M 0.27%
+324,758
113
$24M 0.27%
253,427
+94,642
114
$23.9M 0.27%
270,854
-7,989
115
$23.4M 0.26%
42,899
-6,302
116
$23M 0.26%
1,034,002
-61,478
117
$22.8M 0.25%
560,550
-184,508
118
$22.7M 0.25%
150,042
+466
119
$22.6M 0.25%
610,534
-5,464
120
$21.9M 0.24%
772,423
-5,593
121
$21.9M 0.24%
92,737
-3,083
122
$21.7M 0.24%
263,987
+4,857
123
$21.7M 0.24%
736,843
-66,689
124
$21.6M 0.24%
263,555
-26,418
125
$21.6M 0.24%
294,251
+129,884
3 4
5
6 7