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
276
$202K 0.03%
+1,300
277
$202K 0.03%
6,000
278
$187K 0.02%
+28,975
279
$168K 0.02%
16,000
-13,000
280
$159K 0.02%
+12,500
281
$158K 0.02%
16,375
-2,000
282
$150K 0.02%
16,000
283
$150K 0.02%
+16,700
284
$144K 0.02%
14,000
285
$132K 0.02%
+14,900
286
$120K 0.02%
10,000
287
$115K 0.02%
+10,000
288
$112K 0.01%
24,854
289
$109K 0.01%
+10,000
290
$106K 0.01%
64,000
+30,000
291
$95.5K 0.01%
1,917
292
$90.3K 0.01%
+27,709
293
$72.7K 0.01%
+17,100
294
$57.2K 0.01%
15,490
295
$53.2K 0.01%
+20,073
296
$51.6K 0.01%
11,866
297
$47.4K 0.01%
+10,460
298
$34.3K ﹤0.01%
+14,900
299
$25K ﹤0.01%
+15,840
300
$23.5K ﹤0.01%
+12,000
10 11
12
13 14