Segall Bryant & Hamill Global All Cap Fund Inst (WIMVX)
12.27
-0.12
(-0.97%)
USD |
Apr 28 2026
WIMVX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 2.04% |
| Stock | 97.89% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.07% |
Market Capitalization
As of March 31, 2026
| Large | 68.43% |
| Mid | 20.10% |
| Small | 11.47% |
Region Exposure
| Americas | 65.94% |
|---|---|
|
North America
|
65.94% |
| Canada | 4.64% |
| United States | 61.30% |
|
Latin America
|
0.00% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 33.98% |
|---|---|
| United Kingdom | 7.96% |
|
Europe Developed
|
26.02% |
| Belgium | 5.20% |
| France | 4.77% |
| Germany | 3.48% |
| Ireland | 2.33% |
| Italy | 4.93% |
| Spain | 1.54% |
| Switzerland | 2.48% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.07% |
|---|
Stock Sector Exposure
| Cyclical |
|
33.18% |
| Materials |
|
1.62% |
| Consumer Discretionary |
|
14.52% |
| Financials |
|
15.66% |
| Real Estate |
|
1.39% |
| Sensitive |
|
51.16% |
| Communication Services |
|
6.60% |
| Energy |
|
2.12% |
| Industrials |
|
18.19% |
| Information Technology |
|
24.25% |
| Defensive |
|
12.47% |
| Consumer Staples |
|
3.89% |
| Health Care |
|
8.59% |
| Utilities |
|
0.00% |
| Not Classified |
|
3.18% |
| Non Classified Equity |
|
3.18% |
| Not Classified - Non Equity |
|
0.00% |
As of March 31, 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 | -- |