Morningstar

Segall Bryant & Hamill Select Equity ETF USSE

Morningstar Medalist Rating
Medalist Rating as of | See Segall Bryant & Hamill Investment Hub

Morningstar’s Analysis USSE

Will USSE outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable USSE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the USSE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of USSE’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Segall Bryant& Hamill Select Equity ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings USSE

More USSE Holdings
  • 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

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