# SBH WORKPLACE EQUALITY FUND

SBH WORKPLACE EQUALITY FUND is a registered fund series of Segall Bryant & Hamill Trust (series S000006746). Net assets $21.4M as of 2023-03-31.

## Profile

- Series ID: S000006746
- Registrant: Segall Bryant & Hamill Trust
- LEI: 549300JOR4QCH8DMDJ59
- Net assets: $21.4M
- Total assets: $21.4M
- As of: 2023-03-31

## Advisers

- [SEGALL BRYANT AND HAMILL LLC (Advisor)](https://search.stillhousedata.com/firm/106505)

## Top holdings (50 reported)

_Showing 15 of 50 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Microsoft Corporation](https://search.stillhousedata.com/security/594918104) | — | $1.2M | 575.89% |
| [Apple Inc.](https://search.stillhousedata.com/security/037833100) | — | $1.2M | 559.08% |
| [Alphabet Inc.](https://search.stillhousedata.com/security/02079K107) | — | $890K | 416.71% |
| [Visa Inc](https://search.stillhousedata.com/security/92826C839) | — | $652K | 305.38% |
| [UnitedHealth Group Inc.](https://search.stillhousedata.com/security/91324P102) | — | $641K | 300.14% |
| [Raytheon Technologies Corporation](https://search.stillhousedata.com/security/75513E101) | — | $587K | 274.83% |
| [Thermo Fisher Scientific Inc](https://search.stillhousedata.com/security/883556102) | — | $567K | 265.63% |
| [Servicenow Inc](https://search.stillhousedata.com/security/81762P102) | — | $540K | 252.92% |
| [Stryker Corporation](https://search.stillhousedata.com/security/863667101) | — | $538K | 252.16% |
| [Applied Materials Inc.](https://search.stillhousedata.com/security/038222105) | — | $500K | 234.31% |
| [JPMorgan Chase & Co.](https://search.stillhousedata.com/security/46625H100) | — | $499K | 233.93% |
| [ConocoPhillips Co.](https://search.stillhousedata.com/security/20825C104) | — | $496K | 232.28% |
| [Intuit Inc](https://search.stillhousedata.com/security/461202103) | — | $480K | 224.89% |
| [Microchip Technology Incorporated](https://search.stillhousedata.com/security/595017104) | — | $461K | 216.01% |
| [Carrier Global Corporation](https://search.stillhousedata.com/security/14448C104) | — | $450K | 210.91% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2023-03-31 | $21.4M |
| 2022-12-31 | $21.7M |
| 2022-09-30 | $21.6M |
| 2022-06-30 | $22.7M |
| 2022-03-31 | $27.5M |
| 2021-12-31 | $29.6M |
| 2021-09-30 | $27.3M |
| 2021-06-30 | $25.3M |

## More

- [Registrant: Segall Bryant & Hamill Trust](https://search.stillhousedata.com/registrant/357204)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000006746.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.