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
$264M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.39M
3
+$736K
4
TEAM icon
Atlassian
TEAM
+$341K
5
TSLA icon
Tesla
TSLA
+$298K

Top Sells

1
+$68.2M
2
+$9.47M
3
+$8.06M
4
NVDA icon
NVIDIA
NVDA
+$7.69M
5
F icon
Ford
F
+$7.62M

Sector Composition

1 Financials 31.79%
2 Healthcare 18.56%
3 Technology 16.76%
4 Energy 10.71%
5 Communication Services 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 0.62%
16,279
-584
27
$1.63M 0.62%
5,160
28
$1.59M 0.6%
19,460
29
$1.54M 0.58%
68,070
30
$1.51M 0.57%
8,570
31
$1.49M 0.56%
4,493
32
$1.39M 0.53%
9,170
33
$1.3M 0.49%
19,524
-5,402
34
$1.28M 0.49%
36,950
35
$1.27M 0.48%
69,199
+256
36
$1.27M 0.48%
14,563
-3,975
37
$1.26M 0.48%
3,370
38
$1.23M 0.47%
90,000
-58,000
39
$1.23M 0.47%
3,543
-1,153
40
$1.22M 0.46%
4,735
41
$1.16M 0.44%
3,440
42
$1.15M 0.44%
15,479
43
$1.14M 0.43%
5,706
44
$1.13M 0.43%
62,620
45
$1.13M 0.43%
4,292
46
$1.1M 0.42%
19,640
47
$1.04M 0.39%
6,267
+100
48
$1M 0.38%
100,000
49
$985K 0.37%
21,505
+750
50
$981K 0.37%
9,720
+100
1
2
3 4 5