The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Segall Bryant & Hamill Select Equity ETF USSE
Morningstar’s Analysis USSE
Will USSE outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 59.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 9.10 | 13.6 Mil | Technology |
Alphabet Inc Class C | 7.48 | 11.1 Mil | Communication Services |
Reinsurance Group of America Inc | 6.43 | 9.6 Mil | Financial Services |
Quanta Services Inc | 6.30 | 9.4 Mil | Industrials |
Visa Inc Class A | 5.97 | 8.9 Mil | Financial Services |
Novo Nordisk A/S ADR | 5.31 | 7.9 Mil | Healthcare |
UnitedHealth Group Inc | 4.76 | 7.1 Mil | Healthcare |
JPMorgan Chase & Co | 4.61 | 6.9 Mil | Financial Services |
Ares Management Corp Ordinary Shares - Class A | 4.60 | 6.9 Mil | Financial Services |
Palo Alto Networks Inc | 4.44 | 6.6 Mil | Technology |