Segall Bryant & Hamill Global All Cap Fund Inst (WIMVX)
13.27
+0.11
(+0.84%)
USD |
Oct 26 2026
WIMVX Asset Allocations & Exposures
Asset Allocation
As of September 30, 2026.
| Type | % Net |
|---|---|
| Cash | 0.85% |
| Stock | 98.91% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.24% |
Market Capitalization
As of September 30, 2026
| Large | 69.24% |
| Mid | 19.72% |
| Small | 11.04% |
Region Exposure
| Americas | 70.07% |
|---|---|
|
North America
|
69.16% |
| Canada | 4.47% |
| United States | 64.69% |
|
Latin America
|
0.90% |
As of September 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 27.06% |
|---|---|
| United Kingdom | 4.10% |
|
Europe Developed
|
22.96% |
| Belgium | 5.51% |
| France | 3.85% |
| Germany | 3.50% |
| Ireland | 0.99% |
| Italy | 5.51% |
| Spain | 0.94% |
| Switzerland | 1.32% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 2.64% |
|---|---|
| Japan | 1.02% |
|
Australasia
|
0.00% |
|
Asia Developed
|
1.61% |
| Taiwan | 1.61% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.24% |
|---|
Stock Sector Exposure
| Cyclical |
|
29.73% |
| Materials |
|
1.35% |
| Consumer Discretionary |
|
13.06% |
| Financials |
|
14.17% |
| Real Estate |
|
1.15% |
| Sensitive |
|
55.51% |
| Communication Services |
|
6.69% |
| Energy |
|
1.58% |
| Industrials |
|
14.40% |
| Information Technology |
|
32.85% |
| Defensive |
|
11.91% |
| Consumer Staples |
|
4.79% |
| Health Care |
|
7.12% |
| Utilities |
|
0.00% |
| Not Classified |
|
2.85% |
| Non Classified Equity |
|
2.85% |
As of September 30, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |