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
$473M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$8.74M
3
+$5.74M
4
RSVR icon
Reservoir Media
RSVR
+$5.64M
5
ZS icon
Zscaler
ZS
+$4.4M

Top Sells

1
+$6.77M
2
+$5.89M
3
+$4.67M
4
BRSL
Brightstar Lottery PLC
BRSL
+$4.04M
5
APTO
Aptose Biosciences, Inc.
APTO
+$3.97M

Sector Composition

1 Financials 20.89%
2 Technology 15.29%
3 Healthcare 13.86%
4 Consumer Discretionary 6.58%
5 Energy 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
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