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 57.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 8.71 | 18.7 Mil | Technology |
Alphabet Inc Class C | 6.98 | 15.0 Mil | Communication Services |
Visa Inc Class A | 5.61 | 12.0 Mil | Financial Services |
Quanta Services Inc | 5.57 | 11.9 Mil | Industrials |
ServiceNow Inc | 5.33 | 11.4 Mil | Technology |
UnitedHealth Group Inc | 5.22 | 11.2 Mil | Healthcare |
Reinsurance Group of America Inc | 5.21 | 11.2 Mil | Financial Services |
Ares Management Corp Ordinary Shares - Class A | 4.86 | 10.4 Mil | Financial Services |
Apple Inc | 4.81 | 10.3 Mil | Technology |
TJX Companies Inc | 4.77 | 10.2 Mil | Consumer Cyclical |