SMH

Sanders Morris Harris Portfolio holdings

AUM $64.7M
1-Year Est. Return 13.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$419M
AUM Growth
-$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$2.63M
3
+$2.17M
4
TXO icon
TXO Partners LP
TXO
+$1.93M
5
BABA icon
Alibaba
BABA
+$1.54M

Top Sells

1
+$20.1M
2
+$16.6M
3
+$15.7M
4
AAPL icon
Apple
AAPL
+$13.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.5M

Sector Composition

1 Financials 35.56%
2 Energy 11.23%
3 Technology 6.25%
4 Consumer Discretionary 3.6%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
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