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
176
$14.1M 0.16%
252,205
+14,274
177
$14M 0.16%
93,842
-3,760
178
$13.9M 0.15%
52,567
-3,652
179
$13.8M 0.15%
+241,327
180
$13.8M 0.15%
146,738
+192
181
$13.7M 0.15%
51,396
+591
182
$13.6M 0.15%
135,977
-13,277
183
$13.4M 0.15%
217,836
+14,742
184
$13.4M 0.15%
118,888
-584
185
$13.4M 0.15%
511,235
+65,568
186
$13.2M 0.15%
97,209
+16,819
187
$13.1M 0.15%
271,710
+66,366
188
$13M 0.15%
255,241
+114,672
189
$13M 0.14%
160,009
-7,488
190
$12.8M 0.14%
394,720
-3,513
191
$12.4M 0.14%
411,390
+28,498
192
$12.3M 0.14%
95,088
-631
193
$12.1M 0.14%
147,933
-1,328
194
$12.1M 0.13%
812,912
-7,580
195
$12M 0.13%
21,611
-724
196
$11.8M 0.13%
221,235
-15,816
197
$11.7M 0.13%
139,656
+8,671
198
$11.6M 0.13%
58,156
-409
199
$11.6M 0.13%
66,545
-153
200
$11.4M 0.13%
299,974
-33,202
6 7
8
9 10