SMH

Sanders Morris Harris Portfolio holdings

AUM $631M
1-Year Est. Return 22.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$758M
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$24.8M
3
+$19.2M
4
AAPL icon
Apple
AAPL
+$16.6M
5
CTAS icon
Cintas
CTAS
+$10.5M

Top Sells

1
+$6.1M
2
+$4.09M
3
+$2.99M
4
WYNN icon
Wynn Resorts
WYNN
+$2.39M
5
BABA icon
Alibaba
BABA
+$1.47M

Sector Composition

1 Financials 24.16%
2 Technology 18.63%
3 Energy 7.66%
4 Healthcare 6.77%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$252K 0.03%
+3,020
252
$250K 0.03%
+12,716
253
$249K 0.03%
+9,138
254
$241K 0.03%
4,780
+136
255
$240K 0.03%
+2,100
256
$240K 0.03%
+2,093
257
$239K 0.03%
20,000
-26,000
258
$236K 0.03%
+6,000
259
$231K 0.03%
5,900
+1,900
260
$231K 0.03%
3,646
-293
261
$226K 0.03%
9,005
+144
262
$223K 0.03%
5,000
263
$222K 0.03%
7,017
264
$221K 0.03%
4,000
265
$221K 0.03%
2,313
-250
266
$217K 0.03%
+4,000
267
$216K 0.03%
+437
268
$212K 0.03%
+1,200
269
$210K 0.03%
+5,000
270
$209K 0.03%
+1,250
271
$207K 0.03%
+13,421
272
$206K 0.03%
+3,050
273
$205K 0.03%
232,775
+1,125
274
$204K 0.03%
303,000
+114,500
275
$202K 0.03%
+7,000
9 10
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