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

Top Buys

1
+$12.2M
2
+$8.73M
3
+$6.26M
4
RSVR icon
Reservoir Media
RSVR
+$5.37M
5
F icon
Ford
F
+$4.37M

Top Sells

1
+$7.47M
2
+$5.89M
3
+$5.14M
4
CRM icon
Salesforce
CRM
+$4.63M
5
BRSL
Brightstar Lottery PLC
BRSL
+$3.68M

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
in Stake 		Capital Flow
26
$4.24M 0.9%
35,323
+23,403
27
$3.99M 0.84%
+22,158
28
$3.89M 0.82%
27,703
+8,285
29
$3.56M 0.75%
9
30
$3.51M 0.74%
+19,467
31
$3.46M 0.73%
14,143
+1,121
32
$3.4M 0.72%
81,250
33
$3.23M 0.68%
17,282
+280
34
$3.18M 0.67%
2,851
+574
35
$3.17M 0.67%
+83,899
36
$2.81M 0.6%
200,800
37
$2.79M 0.59%
42,420
38
$2.79M 0.59%
76,330
39
$2.79M 0.59%
+64
40
$2.57M 0.54%
40,884
41
$2.52M 0.53%
73,070
42
$2.44M 0.52%
23,096
+598
43
$2.39M 0.51%
21,360
44
$2.04M 0.43%
+89,530
45
$1.95M 0.41%
5,960
46
$1.89M 0.4%
10,179
-15
47
$1.83M 0.39%
50,838
+1,016
48
$1.83M 0.39%
122,558
+9,140
49
$1.8M 0.38%
24,024
+18,177
50
$1.79M 0.38%
14,016
+104
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2
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