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
51
$2M 0.36%
18,820
+570
52
$2M 0.36%
3,440
53
$1.99M 0.36%
7,519
54
$1.86M 0.34%
5,566
55
$1.72M 0.31%
18,610
56
$1.69M 0.31%
5,160
-550
57
$1.68M 0.31%
17,463
58
$1.64M 0.3%
4,621
59
$1.59M 0.29%
5,761
60
$1.54M 0.28%
3,330
+340
61
$1.5M 0.27%
5,324
62
$1.49M 0.27%
24,926
63
$1.46M 0.27%
107,168
-13,851
64
$1.43M 0.26%
6,597
65
$1.39M 0.25%
2,800
66
$1.38M 0.25%
8,570
-210
67
$1.38M 0.25%
150,300
68
$1.36M 0.25%
5,250
69
$1.36M 0.25%
2,677
70
$1.33M 0.24%
9,290
71
$1.32M 0.24%
24,444
72
$1.31M 0.24%
72,500
+15,000
73
$1.3M 0.24%
9,170
74
$1.26M 0.23%
19,700
75
$1.25M 0.23%
125,447
+55,817
1 2
3
4 5