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
$385M
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.68M
3
+$6.46M
4
AIMT
Aimmune Therapeutics
AIMT
+$5.44M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.34M

Top Sells

1
+$10.2M
2
+$5.34M
3
+$1.72M
4
PFNX
Pfenex Inc.
PFNX
+$1.69M
5
ELAN icon
Elanco Animal Health
ELAN
+$1.53M

Sector Composition

1 Financials 24.12%
2 Technology 12.91%
3 Healthcare 12.35%
4 Energy 10.43%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.85M 0.48%
+10,000
52
$1.8M 0.47%
+6,000
53
$1.73M 0.45%
15,684
+10,121
54
$1.72M 0.45%
+30,568
55
$1.63M 0.42%
212,809
-10,000
56
$1.61M 0.42%
+9,684
57
$1.57M 0.41%
91,500
-16,000
58
$1.56M 0.4%
+12,523
59
$1.54M 0.4%
+7,283
60
$1.5M 0.39%
+31,875
61
$1.47M 0.38%
70,437
+27,238
62
$1.45M 0.38%
+26,400
63
$1.44M 0.37%
55,000
64
$1.43M 0.37%
+14,000
65
$1.41M 0.37%
12,689
+4,953
66
$1.4M 0.36%
30,798
+28,783
67
$1.37M 0.36%
62,500
+5,400
68
$1.36M 0.35%
+8,200
69
$1.3M 0.34%
+3,275
70
$1.3M 0.34%
211,900
-46,453
71
$1.28M 0.33%
+20,286
72
$1.26M 0.33%
27,564
+17,237
73
$1.18M 0.31%
+23,000
74
$1.16M 0.3%
+20,984
75
$1.14M 0.29%
15,088
+11,536
1 2
3
4 5