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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
MSFTMicrosoft Corp
Recent Activity
Increased 154.6%
2.07%
$151.093M
351,135 shares@ $430.3 avg price
AAPLApple Inc.
Recent Activity
Increased 286.13%
1.74%
$127.335M
546,500 shares@ $233.01 avg price
REVGRev Group Inc
Recent Activity
Decreased -0.53%
1.41%
$102.923M
3.668M shares@ $28.06 avg price
VMIValmont Inds Inc Com
Recent Activity
Increased 9.59%
1.15%
$83.689M
288,633 shares@ $289.95 avg price
NVDANvidia Corp
Recent Activity
New Position
1.14%
$83.496M
687,551 shares@ $121.44 avg price
VFCVf Corporation
Recent Activity
Increased 1.84%
1%
$73.084M
3.663M shares@ $19.96 avg price
SLGNSilgan Holdings Inc
Recent Activity
Increased 0.92%
0.92%
$67.124M
1.279M shares@ $52.5 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 364.35%
0.88%
$64.517M
140,176 shares@ $460.27 avg price
ICUIIcu Medical Inc
Recent Activity
Decreased -25.93%
0.83%
$60.76M
333,444 shares@ $182.23 avg price
SSBSouthstate Corp
Recent Activity
Increased 3.82%
0.83%
$60.454M
622,084 shares@ $97.18 avg price