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
26
$4.1M 0.75%
14,147
-96
27
$4.08M 0.74%
24,662
28
$3.85M 0.7%
+27,069
29
$3.85M 0.7%
9
30
$3.81M 0.69%
+103,622
31
$3.71M 0.67%
68,511
+21,701
32
$3.69M 0.67%
61,224
+21,669
33
$3.57M 0.65%
15,507
+12,386
34
$3.08M 0.56%
3,053
+953
35
$3.05M 0.56%
21,920
36
$2.96M 0.54%
16,692
37
$2.92M 0.53%
158,829
+82,855
38
$2.73M 0.5%
+330,500
39
$2.69M 0.49%
62
-2
40
$2.64M 0.48%
71,216
+2,400
41
$2.55M 0.46%
23,096
-160
42
$2.49M 0.45%
36,400
43
$2.43M 0.44%
40,000
-43,500
44
$2.42M 0.44%
+5,536
45
$2.42M 0.44%
40,864
46
$2.41M 0.44%
83,177
47
$2.37M 0.43%
4,396
48
$2.35M 0.43%
10,153
-11
49
$2.32M 0.42%
5,908
50
$2.16M 0.39%
68,070
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