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
201
$5.49M 0.12%
+280,914
202
$5.39M 0.12%
165,623
-760
203
$5.38M 0.12%
+254,417
204
$5.37M 0.12%
135,328
-3,938
205
$5.36M 0.12%
122,762
-113
206
$5.31M 0.12%
123,880
-161,747
207
$5.3M 0.12%
50,500
-1,328
208
$5.28M 0.12%
115,024
-230
209
$5.21M 0.12%
110,732
-703
210
$5.21M 0.12%
547,668
-230,183
211
$5.15M 0.12%
350,951
-705
212
$5.09M 0.11%
188,297
-336
213
$5.08M 0.11%
117,814
+213
214
$5.08M 0.11%
53,598
-12
215
$5.07M 0.11%
184,133
+4,000
216
$5.07M 0.11%
33,747
+304
217
$5.03M 0.11%
100,216
+1,500
218
$4.98M 0.11%
347,661
-1,350
219
$4.86M 0.11%
364,500
+170,120
220
$4.84M 0.11%
69,882
-138,386
221
$4.83M 0.11%
97,644
+2,100
222
$4.82M 0.11%
102,967
-370
223
$4.81M 0.11%
124,690
-1,550
224
$4.8M 0.11%
195,920
-390
225
$4.78M 0.11%
272,426
-550
7 8
9
10 11