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
$550M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.1M
3
+$6.36M
4
FDX icon
FedEx
FDX
+$5.68M
5
RSVR icon
Reservoir Media
RSVR
+$5.32M

Top Sells

1
+$8.87M
2
+$7.15M
3
+$4.33M
4
LRNZ icon
TrueShares Technology AI & Deep Learning ETF
LRNZ
+$3.79M
5
NOW icon
ServiceNow
NOW
+$3.57M

Sector Composition

1 Financials 24.84%
2 Technology 14.41%
3 Healthcare 12.38%
4 Communication Services 8.12%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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329
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-146,328
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-33,133
340
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-3,400
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