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 58.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 9.10 | 12.6 Mil | Technology |
Alphabet Inc Class C | 7.72 | 10.7 Mil | Communication Services |
Quanta Services Inc | 6.17 | 8.5 Mil | Industrials |
Reinsurance Group of America Inc | 6.14 | 8.5 Mil | Financial Services |
Visa Inc Class A | 5.94 | 8.2 Mil | Financial Services |
Novo Nordisk A/S ADR | 5.34 | 7.4 Mil | Healthcare |
UnitedHealth Group Inc | 4.76 | 6.6 Mil | Healthcare |
JPMorgan Chase & Co | 4.64 | 6.4 Mil | Financial Services |
Palo Alto Networks Inc | 4.59 | 6.4 Mil | Technology |
Ares Management Corp Ordinary Shares - Class A | 4.54 | 6.3 Mil | Financial Services |