SEGALL BRYANT & HAMILL
Long Only Manager
SEGALL BRYANT & HAMILL is a Long Only Manager based in Chicago, IL led by Carolyn B Goldhaber, reporting $21.3B in AUM as of Q3 2025 with MSFT as the largest holding (2% allocation).
PresidentCarolyn B Goldhaber
- Portfolio Value
- $7.5B
- Positions
- 566
- Top Holding
- MSFT at 2.05%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SEGALL BRYANT & HAMILL's portfolio (12.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $153.7M | 2.05% | -$6.2M Sold | 0.00% 296.7K shares | |
Semiconductors Technology | $124.1M | 1.65% | +$33.6M Bought | 0.00% 665.4K shares | |
Consumer Electronics Technology | $115.5M | 1.54% | -$4.2M Sold | 0.00% 453.7K shares | |
Conglomerates Industrials | $111.6M | 1.49% | -$4.7M Sold | 1.46% 287.9K shares | |
Specialty Retail Consumer Cyclical | $81.8M | 1.09% | -$2.2M Sold | 0.00% 372.5K shares | |
Hardware, Equipment & Parts Technology | $77.8M | 1.04% | +$20.3M Bought | 1.21% 300.4K shares | |
Chemicals - Specialty Basic Materials | $71.7M | 0.96% | +$852.7K Bought | 3.56% 1.3M shares | |
Apparel - Manufacturers Consumer Cyclical | $71.3M | 0.95% | +$21.6M Bought | 1.26% 4.9M shares | |
Internet Content & Information Communication Services | $69.5M | 0.93% | -$2.8M Sold | 0.00% 285.4K shares | |
Banks - Regional Financial Services | $66.2M | 0.88% | +$2.2M Bought | 0.66% 669.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SEGALL BRYANT & HAMILL's latest filing
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Analytics
Portfolio insights and performance metrics for SEGALL BRYANT & HAMILL
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