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 57.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 8.64 | 18.7 Mil | Technology |
Alphabet Inc Class C | 6.99 | 15.1 Mil | Communication Services |
Quanta Services Inc | 5.66 | 12.2 Mil | Industrials |
Visa Inc Class A | 5.59 | 12.1 Mil | Financial Services |
ServiceNow Inc | 5.52 | 11.9 Mil | Technology |
Reinsurance Group of America Inc | 5.24 | 11.3 Mil | Financial Services |
UnitedHealth Group Inc | 5.18 | 11.2 Mil | Healthcare |
Ares Management Corp Ordinary Shares - Class A | 4.90 | 10.6 Mil | Financial Services |
Palo Alto Networks Inc | 4.84 | 10.5 Mil | Technology |
Apple Inc | 4.78 | 10.3 Mil | Technology |