SMH

Sanders Morris Harris Portfolio holdings

AUM $758M
1-Year Est. Return 18.59%
This Quarter Est. Return
1 Year Est. Return
+18.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.1M
3
+$8.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.41M
5
ELAN icon
Elanco Animal Health
ELAN
+$5.22M

Top Sells

1
+$7.58M
2
+$7.22M
3
+$6.54M
4
AMZN icon
Amazon
AMZN
+$4.59M
5
T icon
AT&T
T
+$4.39M

Sector Composition

1 Financials 27.67%
2 Technology 14.61%
3 Healthcare 11.83%
4 Industrials 6.59%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$64K 0.01%
6,500
-99,830
302
$63K 0.01%
12,200
303
$61K 0.01%
+10,002
304
$52K 0.01%
+1,000
305
$44K 0.01%
2,958
+958
306
$35K 0.01%
15,000
-20,000
307
$32K 0.01%
13,165
308
$22K ﹤0.01%
+11,600
309
$19K ﹤0.01%
+34,100
310
$19K ﹤0.01%
+1,013
311
$19K ﹤0.01%
+10,900
312
$18K ﹤0.01%
+41
313
$18K ﹤0.01%
+1,173
314
$17K ﹤0.01%
+1,825
315
$17K ﹤0.01%
+13,500
316
$17K ﹤0.01%
+1,825
317
$17K ﹤0.01%
+11,700
318
$17K ﹤0.01%
+15,400
319
$16K ﹤0.01%
+106
320
$16K ﹤0.01%
+1,345
321
$16K ﹤0.01%
+16,900
322
$16K ﹤0.01%
+30
323
$16K ﹤0.01%
+1,010
324
$16K ﹤0.01%
+16,400
325
$16K ﹤0.01%
+26
11 12
13
14 15