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
$385M
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.68M
3
+$6.46M
4
AIMT
Aimmune Therapeutics
AIMT
+$5.44M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.34M

Top Sells

1
+$10.2M
2
+$5.34M
3
+$1.72M
4
PFNX
Pfenex Inc.
PFNX
+$1.69M
5
ELAN icon
Elanco Animal Health
ELAN
+$1.53M

Sector Composition

1 Financials 24.12%
2 Technology 12.91%
3 Healthcare 12.35%
4 Energy 10.43%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.07M 0.8%
24,620
+21,620
27
$2.96M 0.77%
+83,079
28
$2.87M 0.74%
8,075
+6,765
29
$2.85M 0.74%
+67,068
30
$2.85M 0.74%
180,655
-6,845
31
$2.78M 0.72%
110,100
+99,600
32
$2.53M 0.66%
21,952
+5,000
33
$2.41M 0.63%
31,513
+1,375
34
$2.4M 0.62%
381,401
+171,524
35
$2.35M 0.61%
+90,000
36
$2.28M 0.59%
42,025
+37,518
37
$2.28M 0.59%
+25,000
38
$2.26M 0.59%
+45,332
39
$2.23M 0.58%
235,000
40
$2.21M 0.57%
+18,000
41
$2.15M 0.56%
+25,580
42
$2.14M 0.56%
15,894
+12,298
43
$2.05M 0.53%
+10,537
44
$2.02M 0.52%
14,485
+7,818
45
$1.99M 0.52%
+27,230
46
$1.99M 0.52%
325,734
-49,334
47
$1.94M 0.5%
+24,000
48
$1.92M 0.5%
+40,107
49
$1.9M 0.49%
110,261
-5,194
50
$1.88M 0.49%
+9,000
1
2
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