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
51
$975K 0.37%
1,900
52
$961K 0.36%
3,000
53
$959K 0.36%
83,368
-12,800
54
$957K 0.36%
4,600
55
$944K 0.36%
250
56
$936K 0.35%
1,700
57
$936K 0.35%
1,924
58
$933K 0.35%
14,199
59
$920K 0.35%
23,344
-2,300
60
$917K 0.35%
135,715
-16,979
61
$883K 0.33%
1,246
62
$878K 0.33%
5,250
63
$871K 0.33%
3,631
64
$859K 0.33%
18,785
-1,000
65
$855K 0.32%
7,785
66
$848K 0.32%
21,500
67
$837K 0.32%
3,375
68
$837K 0.32%
5,752
69
$832K 0.31%
3,500
70
$813K 0.31%
68,525
71
$804K 0.3%
6,061
72
$796K 0.3%
136,008
73
$791K 0.3%
5,042
-1,000
74
$791K 0.3%
6,000
75
$786K 0.3%
31,864
1 2
3
4 5