SBH
Segall Bryant & Hamill Portfolio holdings
AUM
$7.12B
This Quarter Return
+10.64%
1 Year Return
+18.91%
3 Year Return
+73.09%
5 Year Return
+143.62%
10 Year Return
+348.23%
AUM
$7.33B
AUM Growth
+$7.33B
(+30%)
Cap. Flow
+$1.24B
Cap. Flow
% of AUM
16.91%
Top 10 Holdings %
Top 10 Hldgs %
11.92%
Holding
611
New
202
Increased
184
Reduced
173
Closed
49
Top Buys
1 |
Apple
AAPL
|
$94.4M |
2 |
Microsoft
MSFT
|
$91.7M |
3 |
NVIDIA
NVDA
|
$83.5M |
4 |
Berkshire Hathaway Class B
BRK.B
|
$50.6M |
5 |
Constellation Energy
CEG
|
$48.4M |
Top Sells
1 |
Dynatrace
DT
|
$106M |
2 |
SPX Corp
SPXC
|
$30.5M |
3 |
Gildan
GIL
|
$27.5M |
4 |
EQC
Equity Commonwealth
EQC
|
$25.2M |
5 |
ICU Medical
ICUI
|
$21.3M |
Sector Composition
1 | Industrials | 19.48% |
2 | Technology | 18.29% |
3 | Financials | 14.37% |
4 | Healthcare | 13.59% |
5 | Consumer Discretionary | 10.85% |