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Carolyn Goldhaber

@Segall Bryant & Hamill, Llc

Latest period2024 - Q3ReportedManaged Assets$7.334BTotal holdings562
Assets growth rate30.03%Assets growth rate (2-Q avg)17.87%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Segall Bryant & Hamill, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 562 positions.

Assets under management

The assets under management (AUM) of Segall Bryant & Hamill, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 7.334B in assets, with a quarterly growth rate of 30.03% and a 2-quarter average growth rate of 17.87%. The portfolio is managed by Carolyn Goldhaber, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ESIElement Solutions Inc Com
Recent Activity
Increased 2.77%
0.75%
$54.325M
2M shares@ $27.17 avg price
GOOGAlphabet Inc Cl C
Recent Activity
Increased 15.58%
0.72%
$52.13M
311,802 shares@ $167.2 avg price
AMZNAmazon.com Inc.
Recent Activity
Increased 215.23%
0.71%
$51.691M
277,418 shares@ $186.34 avg price
UNHUnitedhealth Group Incorporated
Recent Activity
Increased 53.35%
0.7%
$50.995M
87,219 shares@ $584.69 avg price
SBCFSeacoast Banking Corp Of Florida
Recent Activity
Increased 0.75%
0.68%
$49.207M
1.846M shares@ $26.66 avg price
MTDRMatador Resources Co
Recent Activity
Increased 6.44%
0.65%
$47.421M
959,550 shares@ $49.42 avg price
APOGApogee Enterprises Inc Com
Recent Activity
Increased 0.21%
0.65%
$47.11M
672,853 shares@ $70.02 avg price
NGVTIngevity Corp
Recent Activity
Increased 33.46%
0.64%
$46.231M
1.185M shares@ $39.0 avg price
DSGXDescartes Sys Group Inc Com
Recent Activity
Increased 1.3%
0.62%
$45.153M
438,553 shares@ $102.97 avg price
LFUSLittelfuse Inc
Recent Activity
Increased 3.1%
0.61%
$44.246M
166,808 shares@ $265.25 avg price