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
176
$7.13M 0.16%
361,712
-1,150
177
$7.01M 0.16%
129,806
-540
178
$7.01M 0.16%
+308,213
179
$6.87M 0.15%
122,476
-450
180
$6.83M 0.15%
2,970,310
-78,668
181
$6.82M 0.15%
70,374
182
$6.8M 0.15%
62,779
+5,955
183
$6.77M 0.15%
+572,975
184
$6.67M 0.15%
+87,007
185
$6.65M 0.15%
154,654
-1,240
186
$6.54M 0.15%
+174,547
187
$6.53M 0.15%
30
188
$6.51M 0.15%
118,693
+2,693
189
$6.5M 0.15%
91,318
-610
190
$6.49M 0.15%
1,135,330
+570,490
191
$6.4M 0.14%
456,886
-33,269
192
$6.31M 0.14%
282,482
-282
193
$5.96M 0.13%
161,420
-1,230
194
$5.94M 0.13%
518,124
-3,660
195
$5.93M 0.13%
89,783
+11,057
196
$5.9M 0.13%
130,191
+2,835
197
$5.84M 0.13%
91,047
+777
198
$5.62M 0.13%
280,133
+16,908
199
$5.56M 0.13%
177,762
+1,029
200
$5.49M 0.12%
134,254
-7,588
6 7
8
9 10