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
$457M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$10.6M
3
+$10.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.93M
5
BX icon
Blackstone
BX
+$4.52M

Top Sells

1
+$5.98M
2
+$4.2M
3
+$3.88M
4
SAMA
Schultze Special Purpose Acquisition Corp. II Class A Common Stock
SAMA
+$2.98M
5
SVFA
SVF Investment Corp. Class A Ordinary Shares
SVFA
+$2.89M

Sector Composition

1 Financials 24.8%
2 Technology 12.36%
3 Healthcare 11.12%
4 Energy 5.84%
5 Consumer Discretionary 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
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