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
201
$9.21M 0.16%
191,041
+44,693
202
$9.2M 0.16%
200,433
-78,549
203
$9.01M 0.16%
135,821
+3,679
204
$8.83M 0.16%
25,658
-3,411
205
$8.76M 0.16%
67,708
+1,828
206
$8.7M 0.15%
79,013
+2,153
207
$8.65M 0.15%
99,130
+2,703
208
$8.56M 0.15%
221,909
-4,023
209
$8.49M 0.15%
661,909
-109,065
210
$8.39M 0.15%
188,331
+5,119
211
$8.37M 0.15%
49,684
+1,356
212
$8.37M 0.15%
302,209
+8,202
213
$8.3M 0.15%
93,162
+4,852
214
$8.29M 0.15%
+94,079
215
$8.19M 0.15%
40,899
-4,019
216
$8.17M 0.14%
43,827
-5,739
217
$8.14M 0.14%
+68,825
218
$8.09M 0.14%
373,213
+49,287
219
$8.06M 0.14%
182,715
+33,348
220
$7.9M 0.14%
210,433
+5,692
221
$7.83M 0.14%
43,448
-41,750
222
$7.71M 0.14%
108,344
-15,392
223
$7.65M 0.14%
+87,582
224
$7.64M 0.14%
389,780
-347,629
225
$7.63M 0.14%
213,878
+5,819
7 8
9
10 11