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
$413M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$4.7M
3
+$4.61M
4
VZ icon
Verizon
VZ
+$4.32M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$3.86M

Top Sells

1
+$7.36M
2
+$5.21M
3
+$4.86M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.24M
5
OXY icon
Occidental Petroleum
OXY
+$1.84M

Sector Composition

1 Financials 24.28%
2 Technology 14.81%
3 Healthcare 10.93%
4 Energy 8.83%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K ﹤0.01%
736
277
$5K ﹤0.01%
11,000
-850
278
$4K ﹤0.01%
27,112
279
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280
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-23,000
281
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282
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283
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284
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285
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286
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287
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-6,965
288
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289
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290
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291
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292
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293
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294
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295
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296
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297
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298
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