SMH

Sanders Morris Harris Portfolio holdings

AUM $64.7M
1-Year Est. Return 13.27%
This Quarter Est. Return
1 Year Est. Return
+13.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$85.7M
2
+$9.99M
3
+$6.64M
4
GEL icon
Genesis Energy
GEL
+$3.39M
5
LUV icon
Southwest Airlines
LUV
+$2.96M

Top Sells

1
+$10.9M
2
+$5.58M
3
+$4.22M
4
NVDA icon
NVIDIA
NVDA
+$4.18M
5
ABBV icon
AbbVie
ABBV
+$3.11M

Sector Composition

1 Financials 26.49%
2 Energy 11.14%
3 Healthcare 7.27%
4 Technology 5.84%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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