SMH
Sanders Morris Harris Portfolio holdings
AUM
$64.7M
1-Year Est. Return
13.27%
This Fund
S&P 500
1 Year Est. Return
+13.27%
AUM
$758M
AUM Growth
+$340M
(+81%)
Holding
330
Top Buys
| 1 | +$26.9M | |
| 2 | +$24.8M | |
| 3 | +$19.2M | |
| 4 |
Apple
AAPL
|
+$16.6M |
| 5 |
Cintas
CTAS
|
+$10.5M |
Top Sells
| 1 | +$6.1M | |
| 2 | +$4.09M | |
| 3 | +$2.99M | |
| 4 |
Wynn Resorts
WYNN
|
+$2.39M |
| 5 |
Alibaba
BABA
|
+$1.47M |
Sector Composition
| 1 | Financials | 24.16% |
| 2 | Technology | 18.63% |
| 3 | Energy | 7.66% |
| 4 | Healthcare | 6.77% |
| 5 | Industrials | 4.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Sanmina
SANM
$8.48B
| – | – |
-3,000
|
|
||
327
Southern Company
SO
$107B
| – | – |
-2,200
|
|
||
328
Uber
UBER
$155B
| – | – |
-32,000
|
|
||
329
Virtu Financial
VIRT
$3.52B
| – | – |
-8,350
|
|
||
|
330
Wynn Resorts
WYNN
$11.2B
| – | – |
-25,520
|
|