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
151
$9.15M 0.21%
251,210
-157,560
152
$9.08M 0.2%
59,159
-4,984
153
$9.02M 0.2%
972
-797
154
$9M 0.2%
205,151
-11,254
155
$8.87M 0.2%
753,759
-3,370
156
$8.72M 0.2%
479,010
-32,347
157
$8.72M 0.2%
182,860
-1,308
158
$8.66M 0.19%
270,301
-900
159
$8.5M 0.19%
477,815
-6,730
160
$8.36M 0.19%
367,674
+6,760
161
$8.27M 0.19%
573,840
-13,635
162
$8.22M 0.18%
248,911
-38,036
163
$8.18M 0.18%
144,489
-26,594
164
$8.13M 0.18%
60,829
-32,880
165
$8.11M 0.18%
50,669
+70
166
$7.91M 0.18%
318,273
-930
167
$7.84M 0.18%
103,455
-340
168
$7.83M 0.18%
1,267,204
+51,255
169
$7.82M 0.18%
138,783
-550
170
$7.79M 0.18%
125,068
+1,534
171
$7.72M 0.17%
189,982
-314,381
172
$7.58M 0.17%
77,836
-2,514
173
$7.57M 0.17%
529,931
-174,605
174
$7.55M 0.17%
65,168
+63,122
175
$7.17M 0.16%
179,104
-2,200
5 6
7
8 9