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
$5.64B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$51.3M
3
+$27.9M
4
CRGY icon
Crescent Energy
CRGY
+$24.5M
5
REVG icon
REV Group
REVG
+$21.6M

Top Sells

1
+$56.1M
2
+$28.3M
3
+$22.2M
4
ENS icon
EnerSys
ENS
+$16.4M
5
SPXC icon
SPX Corp
SPXC
+$13.9M

Sector Composition

1 Industrials 22.98%
2 Technology 18.66%
3 Financials 13.19%
4 Healthcare 12.86%
5 Consumer Discretionary 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.5M 0.19%
52,934
+17,342
177
$10.4M 0.18%
759,428
-84,898
178
$10.4M 0.18%
33,534
-2,264
179
$10.3M 0.18%
180,301
+4,901
180
$10.3M 0.18%
58,607
+3,016
181
$10.3M 0.18%
195,422
-39,478
182
$10.2M 0.18%
56,643
-10,281
183
$10.2M 0.18%
64,896
-19,139
184
$10.2M 0.18%
110,932
-5,221
185
$10.1M 0.18%
191,636
+5,195
186
$10.1M 0.18%
48,432
+1,317
187
$10.1M 0.18%
1,074,758
-121,283
188
$10.1M 0.18%
47,762
-5,171
189
$9.96M 0.18%
1,319,239
-245,431
190
$9.88M 0.18%
98,373
-10,495
191
$9.86M 0.17%
33,341
+4,406
192
$9.85M 0.17%
20,761
+9,221
193
$9.84M 0.17%
375,414
+21,877
194
$9.83M 0.17%
+146,676
195
$9.66M 0.17%
77,697
+2,112
196
$9.56M 0.17%
47,369
+1,572
197
$9.56M 0.17%
128,955
+3,498
198
$9.52M 0.17%
24,704
+672
199
$9.45M 0.17%
58,946
-18,973
200
$9.43M 0.17%
1,526,481
-222,967
6 7
8
9 10