USSE icon

Segall Bryant & Hamill Select Equity ETF
USSE

30.23 USD
+0.02
0.07%
At close Mar 7, 4:00 PM EST
1 day
0.07%
5 days
-4.49%
1 month
-9.65%
3 months
-9.44%
6 months
1.07%
Year to date
-7.78%
1 year
8.16%
5 years
20.29%
10 years
20.29%
0
Funds holding %
of 7,363 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

19% more capital invested

Capital invested by funds: $215M [Q3] → $255M (+$39.9M) [Q4]

17% more funds holding

Funds holding: 6 [Q3] → 7 (+1) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

0.52% less ownership

Funds ownership: 99.36% [Q3] → 98.84% (-0.52%) [Q4]

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for USSE.

See Analyst Rankings

Financial journalist opinion

Positive
Seeking Alpha
6 months ago
USSE Could Do A Better Job With More Frequent Rebalancing
The Segall Bryant & Hamill Select Equity ETF focuses on high ROIC and socially responsible U.S. companies, with a 0.65% expense ratio and 13% annual turnover. The ETF's top 10 holdings, including Microsoft, Alphabet, UnitedHealth, Reinsurance Group, and Visa, comprise 60% of its $200 million AUM, with tech, financials, and healthcare dominating. Despite some periods of outperformance, the ETF has generally underperformed its benchmark, with RGA being a significant outlier driving performance.
USSE Could Do A Better Job With More Frequent Rebalancing
See News Rankings
Charts implemented using Lightweight Charts™