SB

SEGALL BRYANT & HAMILL, LLC

13F
SEGALL BRYANT & HAMILL, LLC
Last update 2024-11-08 563 Stocks (203 new)
Value $7.33 Bil Turnover 27 %
Countries:
Top Holdings: MSFT(2.06%)AAPL(1.74%)REVG(1.40%)VMI(1.14%)NVDA(1.14%)
Portfolio Report
Summary Stock Picks Current Portfolio
SEGALL BRYANT & HAMILL, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
351,135
151093.250
+154.59%
2.060
+1.25%
0.000
+0.95%
-0.60%
3114843.301
Software
AAPL 		Apple Inc
546,500
127334.520
+286.12%
1.740
+1.29%
0.000
+3.52%
-5.42%
3580182.678
Hardware
REVG 		REV Group Inc
3,667,951
102922.710
-0.54%
1.400
-0.01%
7.050
+22.91%
+2.01%
1694.798
Farm & Heavy Construction Machinery
VMI 		Valmont Industries Inc
288,633
83689.140
+9.58%
1.140
+0.10%
1.440
+3.25%
-1.44%
6055.712
Conglomerates
NVDA 		NVIDIA Corp
687,551
83496.150
New Holding
1.140
+1.14%
0.000
+0.82%
+1.21%
3328435.900
Semiconductors
VFC 		VF Corp
3,663,341
73083.650
+1.83%
1.000
+0.02%
0.940
+13.02%
+6.20%
8872.572
Manufacturing - Apparel & Accessories
SLGN 		Silgan Holdings Inc
1,278,560
67124.400
+0.92%
0.920
+0.01%
1.200
-0.40%
-2.94%
5395.266
Packaging & Containers
BRK.B 		Berkshire Hathaway Inc
140,176
64517.430
+364.34%
0.880
+0.69%
0.010
-2.70%
-2.34%
954010.891
Insurance
ICUI 		ICU Medical Inc
333,444
60760.170
-25.94%
0.830
-0.25%
1.360
-12.81%
-0.53%
3779.146
Medical Devices & Instruments
SSB 		SouthState Corp
622,084
60454.120
+3.81%
0.820
+0.03%
0.820
-2.70%
-6.79%
9383.583
Banks

SEGALL BRYANT & HAMILL, LLC's Historical Top Holdings Breakdowns

SEGALL BRYANT & HAMILL, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2023-12-31Reduce
-2.24%
●
166.89 ($184.64) 198.11
$236.85
28.28%
Reduce -88.84%
141,842
-1,129,385
DT 		Dynatrace Inc2024-06-30New Buy
+1.87%
●
43.26 ($46.07) 48.47
$50.69
10.03%
New holding
2,363,227
2,363,227
DT 		Dynatrace Inc2024-09-30Sold Out
-1.87%
●
40.49 ($47.61) 53.47
$50.69
6.47%
Sold Out
0
-2,363,227
MSFT 		Microsoft Corp2023-12-31Reduce
-1.74%
●
313.39 ($355.93) 382.7
$418.95
17.71%
Reduce -76.74%
144,464
-476,522
AMZN 		Amazon.com Inc2023-12-31Reduce
-1.58%
●
119.57 ($140.18) 154.07
$218.94
56.18%
Reduce -90.63%
110,516
-1,068,504
AAPL 		Apple Inc2024-09-30Add
+1.29%
●
207.23 ($223.32) 234.82
$236.85
6.06%
Add 286.12%
546,500
404,964
MSFT 		Microsoft Corp2024-09-30Add
+1.25%
●
395.15 ($427.47) 467.56
$418.95
-1.99%
Add 154.59%
351,135
213,214
SP SP Plus Corp2024-03-31Sold Out
-1.20%
●
51.11 ($51.59) 52.22
$53.99
4.65%
Sold Out
0
-1,210,008
GOOG 		Alphabet Inc2023-12-31Reduce
-1.19%
●
123.4 ($135.69) 142.82
$193.17
42.36%
Reduce -74.2%
271,742
-781,425
PWR 		Quanta Services Inc2023-12-31Reduce
-1.17%
●
159.62 ($184.77) 217.71
$313.48
69.66%
Reduce -74.51%
184,773
-540,202

SEGALL BRYANT & HAMILL, LLC Total Holding History ($B)

To

SEGALL BRYANT & HAMILL, LLC's Asset Allocation

To

SEGALL BRYANT & HAMILL, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SEGALL BRYANT & HAMILL, LLC's Hypothetical Growth since 2024-09-30

SEGALL BRYANT & HAMILL, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SEGALL BRYANT & HAMILL, LLC's Holdings Heat Map

Size field:

SEGALL BRYANT & HAMILL, LLC's Holdings Bubble Chart

SEGALL BRYANT & HAMILL, LLC News

  • 1

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