SBH

Segall Bryant & Hamill Portfolio holdings

AUM $7.39B
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.79B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$25.2M
3
+$20.9M
4
VYX icon
NCR Voyix
VYX
+$18.5M
5
SNDR icon
Schneider National
SNDR
+$18M

Top Sells

1
+$38.5M
2
+$23.9M
3
+$21.3M
4
AVGO icon
Broadcom
AVGO
+$19.8M
5
HOUS
Anywhere Real Estate
HOUS
+$18.9M

Sector Composition

1 Healthcare 15.12%
2 Technology 15.06%
3 Financials 14.6%
4 Industrials 12.39%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15.4M 0.23%
282,940
-12,165
127
$15.3M 0.22%
179,649
-6,804
128
$15.2M 0.22%
119,083
-3,820
129
$15.2M 0.22%
447,047
-24,480
130
$15.1M 0.22%
+51,369
131
$15.1M 0.22%
315,848
+103,901
132
$15.1M 0.22%
282,931
-57,565
133
$15M 0.22%
596,346
-15,799
134
$14.9M 0.22%
334,429
-13
135
$14.7M 0.22%
177,739
-5,235
136
$14.6M 0.21%
137,326
-9,443
137
$14.5M 0.21%
231,532
-155
138
$14.4M 0.21%
336,846
+299,658
139
$14.4M 0.21%
958,338
+92,781
140
$14.3M 0.21%
+675,122
141
$14.2M 0.21%
153,601
-6,035
142
$14M 0.21%
288,067
-506,093
143
$13.6M 0.2%
326,535
-239,736
144
$13.6M 0.2%
573,790
145
$13.6M 0.2%
+337,755
146
$13.5M 0.2%
582,744
-22,592
147
$13.5M 0.2%
161,827
-7,184
148
$13.2M 0.19%
193,811
-8,588
149
$13M 0.19%
+1,704,152
150
$12.9M 0.19%
222,208
-59,949
4 5
6
7 8