SMH

Sanders Morris Harris Portfolio holdings

AUM $631M
1-Year Est. Return 22.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$758M
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$24.8M
3
+$19.2M
4
AAPL icon
Apple
AAPL
+$16.6M
5
CTAS icon
Cintas
CTAS
+$10.5M

Top Sells

1
+$6.1M
2
+$4.09M
3
+$2.99M
4
WYNN icon
Wynn Resorts
WYNN
+$2.39M
5
BABA icon
Alibaba
BABA
+$1.47M

Sector Composition

1 Financials 24.16%
2 Technology 18.63%
3 Energy 7.66%
4 Healthcare 6.77%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.64M 0.61%
+9,061
27
$4.6M 0.61%
+5,782
28
$3.88M 0.51%
5,278
+4,202
29
$3.66M 0.48%
450,000
-57,250
30
$3.59M 0.47%
230,522
+110,922
31
$3.52M 0.46%
16,010
+12,363
32
$3.31M 0.44%
+47,583
33
$3.29M 0.43%
+69,865
34
$3.11M 0.41%
9,102
+5,239
35
$3.05M 0.4%
+81,777
36
$2.99M 0.39%
+33,291
37
$2.92M 0.38%
+4,271
38
$2.91M 0.38%
+194,825
39
$2.87M 0.38%
224,079
+5,300
40
$2.76M 0.36%
4,129
+3,394
41
$2.66M 0.35%
+2,879
42
$2.65M 0.35%
374,771
+19,625
43
$2.6M 0.34%
+3,370
44
$2.57M 0.34%
15,863
+14,328
45
$2.56M 0.34%
4,496
+3,393
46
$2.47M 0.33%
+12,595
47
$2.41M 0.32%
+163,914
48
$2.4M 0.32%
7,973
+6,674
49
$2.34M 0.31%
+24,870
50
$2.21M 0.29%
+17,500
1
2
3 4 5