Sbh Global All Cap FundWTMVX
Type
Mutual fund
Peer group
Global equity
Net assets
$32.5M
Expense ratio
0.89%
1-year return
+9.3%
3 years, a year
+11.8%
5 years, a year
+7.8%
Holdings
53
What it aims to do.
The Segall Bryant & Hamill Global All Cap Fund (the SBH Global All Cap Fund or Fund) seeks to achieve long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GOOG Alphabet Inc. | 3.77% |
| MSFT Microsoft Corp. | 3.63% |
| NVDA NVIDIA Corp. | 3.59% |
| SU Suncor Energy Inc. | 3.12% |
| JPM JPMorgan Chase & Co. | 3.10% |
| D'Ieteren Group | 2.87% |
| Safran SA | 2.79% |
| MPWR Monolithic Power Systems Inc. | 2.74% |
| ATI ATI Inc | 2.72% |
| AMZN Amazon.com, Inc. | 2.61% |
More on WTMVX.
- WTMVX overview
- WTMVX holdings
- WTMVX risk
- WTMVX costs
- WTMVX money in and out
- WTMVX share classes
- Compare WTMVX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.