SMH

Sanders Morris Harris Portfolio holdings

AUM $758M
1-Year Est. Return 18.59%
This Quarter Est. Return
1 Year Est. Return
+18.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$647M
AUM Growth
-$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1 +$13.8M
2 +$10.7M
3 +$9.9M
4
MRVL icon
Marvell Technology
MRVL
+$5.03M
5
AVGO icon
Broadcom
AVGO
+$4.38M

Sector Composition

1 Financials 23.64%
2 Technology 17.84%
3 Energy 9.39%
4 Healthcare 7.1%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$265K 0.04%
23,748
-200
227
$258K 0.04%
3,400
228
$256K 0.04%
40,000
+5,000
229
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230
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+6,000
231
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232
$250K 0.04%
+7,600
233
$245K 0.04%
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234
$236K 0.04%
+4,000
235
$236K 0.04%
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236
$235K 0.04%
12,716
237
$231K 0.04%
9,525
238
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60,200
239
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240
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241
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242
$224K 0.03%
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243
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245
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247
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248
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249
$209K 0.03%
4,538
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250
$209K 0.03%
4,800