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
151
$12.9M 0.19%
+467,921
152
$12.8M 0.19%
705,123
+109,813
153
$12.8M 0.19%
212,711
-5,308
154
$12.5M 0.18%
381,876
-30,108
155
$12.5M 0.18%
167,537
-4,994
156
$12.2M 0.18%
95,356
-2,294
157
$12.1M 0.18%
256,283
-7,378
158
$12.1M 0.18%
225,655
-10,839
159
$11.9M 0.18%
91,726
-3,651
160
$11.9M 0.17%
184,509
-7,549
161
$11.8M 0.17%
70,710
-2,149
162
$11.7M 0.17%
502,150
-1,975
163
$11.6M 0.17%
303,632
-6,766
164
$11.6M 0.17%
151,532
-4,974
165
$11.6M 0.17%
203,399
-153,525
166
$11.5M 0.17%
94,261
-5,555
167
$11.5M 0.17%
311,851
-8,582
168
$11.5M 0.17%
1,020,581
-36,449
169
$11.4M 0.17%
31,889
-472
170
$11.3M 0.17%
106,175
-1,998
171
$11.1M 0.16%
61,167
-1,132
172
$11.1M 0.16%
218,895
+8,262
173
$11M 0.16%
253,634
-7,136
174
$11M 0.16%
466,243
-23,652
175
$11M 0.16%
208,826
-13,865
5 6
7
8 9