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Segall Bryant & Hamill Select Equity ETF
USSE

28.99 USD
+0.64
2.26%
Updated Apr 23, 11:29 AM EDT
1 day
2.26%
5 days
-0.34%
1 month
-5.26%
3 months
-16.24%
6 months
-6.24%
Year to date
-11.56%
1 year
4.28%
5 years
15.36%
10 years
15.36%
0
Funds holding %
of 7,419 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

19% more capital invested

Capital invested by funds: $215M [Q3] → $255M (+$39.9M) [Q4]

17% more funds holding

Funds holding: 6 [Q3] → 7 (+1) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

0.52% less ownership

Funds ownership: 99.36% [Q3] → 98.84% (-0.52%) [Q4]

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Research analyst outlook

We haven’t received any recent analyst ratings for USSE.

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Financial journalist opinion

Positive
Seeking Alpha
7 months ago
USSE Could Do A Better Job With More Frequent Rebalancing
The Segall Bryant & Hamill Select Equity ETF focuses on high ROIC and socially responsible U.S. companies, with a 0.65% expense ratio and 13% annual turnover. The ETF's top 10 holdings, including Microsoft, Alphabet, UnitedHealth, Reinsurance Group, and Visa, comprise 60% of its $200 million AUM, with tech, financials, and healthcare dominating. Despite some periods of outperformance, the ETF has generally underperformed its benchmark, with RGA being a significant outlier driving performance.
USSE Could Do A Better Job With More Frequent Rebalancing
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