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
$515M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.3M
3
+$7.9M
4
MAIN icon
Main Street Capital
MAIN
+$6.56M
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$5.06M

Top Sells

1
+$17.6M
2
+$8.73M
3
+$8.34M
4
F icon
Ford
F
+$6.44M
5
AMZN icon
Amazon
AMZN
+$5.95M

Sector Composition

1 Financials 24.8%
2 Technology 16.78%
3 Healthcare 12.25%
4 Communication Services 6.76%
5 Industrials 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.65M 0.71%
+131,902
27
$3.48M 0.68%
6,240
-2,829
28
$3.23M 0.63%
17,880
-32,960
29
$3.08M 0.6%
2,100
+2,044
30
$3.06M 0.59%
36,400
+31,400
31
$3.06M 0.59%
+47,248
32
$2.98M 0.58%
76,330
33
$2.98M 0.58%
+24,906
34
$2.9M 0.56%
16,692
-590
35
$2.84M 0.55%
21,920
+560
36
$2.78M 0.54%
64
37
$2.77M 0.54%
247,924
-104,610
38
$2.73M 0.53%
40,864
-20
39
$2.68M 0.52%
2,990
+139
40
$2.68M 0.52%
23,256
+160
41
$2.45M 0.48%
+83,177
42
$2.45M 0.48%
+46,810
43
$2.35M 0.46%
10,164
-15
44
$2.34M 0.45%
+39,555
45
$2.33M 0.45%
+75,974
46
$2.28M 0.44%
+8,236
47
$2.2M 0.43%
4,396
48
$2.2M 0.43%
7,519
-16,817
49
$2.19M 0.42%
5,908
-52
50
$2.16M 0.42%
4,983
-40,677
1
2
3 4 5