Segall Bryant & Hamill Select Equity ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Segall Bryant & Hamill Select Equity ETF USSE
Morningstar’s Analysis USSE
Will USSE outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the USSE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of USSE’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class C | 7.11 | 26M | Communication Services |
ATI Inc | 6.98 | 25M | Industrials |
NVIDIA Corp | 6.64 | 24M | Technology |
Palo Alto Networks Inc | 5.76 | 21M | Technology |
Marvell Technology Inc | 5.73 | 21M | Technology |
Microsoft Corp | 5.72 | 21M | Technology |
Amazon.com Inc | 5.66 | 20M | Consumer Cyclical |
Apple Inc | 4.92 | 18M | Technology |
Quanta Services Inc | 4.92 | 18M | Industrials |
JPMorgan Chase & Co | 4.72 | 17M | Financial Services |
United States