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
$408M
AUM Growth
-$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$9.49M
3
+$7.81M
4
NVDA icon
NVIDIA
NVDA
+$6.59M
5
PR icon
Permian Resources
PR
+$4.56M

Top Sells

1
+$22.8M
2
+$10.6M
3
+$10.5M
4
ROCLU
Roth CH Acquisition V Co. Unit
ROCLU
+$9.86M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$7.39M

Sector Composition

1 Financials 21.82%
2 Technology 16.12%
3 Healthcare 13.58%
4 Energy 8.88%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
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