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
51
$2.05M 0.4%
3,440
52
$2.01M 0.39%
135,500
-433,800
53
$2.01M 0.39%
92,104
-149,905
54
$2M 0.39%
68,070
-5,000
55
$1.97M 0.38%
41,618
-50,000
56
$1.96M 0.38%
5,566
+36
57
$1.95M 0.38%
121,019
-1,539
58
$1.82M 0.35%
5,710
59
$1.8M 0.35%
96,630
+7,100
60
$1.73M 0.34%
4,621
61
$1.72M 0.33%
17,463
-35,000
62
$1.72M 0.33%
18,250
+900
63
$1.7M 0.33%
+22,894
64
$1.68M 0.33%
21,544
-1,034
65
$1.66M 0.32%
150,300
66
$1.6M 0.31%
40,861
-9,977
67
$1.55M 0.3%
24,926
-200
68
$1.55M 0.3%
18,610
69
$1.51M 0.29%
5,324
70
$1.47M 0.28%
146,328
+15,909
71
$1.46M 0.28%
8,780
+10
72
$1.46M 0.28%
2,677
73
$1.44M 0.28%
5,761
-20
74
$1.39M 0.27%
+2,800
75
$1.38M 0.27%
19,700
1 2
3
4 5