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
$487M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$4.49M
3
+$3.95M
4
DOCU icon
DocuSign
DOCU
+$3.85M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.3M

Top Sells

1
+$4.92M
2
+$3.21M
3
+$1.96M
4
ELAN icon
Elanco Animal Health
ELAN
+$1.08M
5
PLTR icon
Palantir
PLTR
+$896K

Sector Composition

1 Financials 21.8%
2 Technology 16.92%
3 Healthcare 11.98%
4 Energy 8.03%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.27%
9,486
52
$1.31M 0.27%
+225,771
53
$1.29M 0.26%
4,735
54
$1.29M 0.26%
8,871
-87
55
$1.23M 0.25%
6,061
56
$1.23M 0.25%
83,177
57
$1.21M 0.25%
5,874
58
$1.16M 0.24%
2,850
59
$1.15M 0.24%
7,435
-885
60
$1.15M 0.24%
3,000
61
$1.14M 0.23%
4,292
62
$1.13M 0.23%
15,604
63
$1.12M 0.23%
5,250
64
$1.07M 0.22%
6,707
65
$1.02M 0.21%
62,620
66
$999K 0.21%
3,493
67
$980K 0.2%
70,525
68
$979K 0.2%
3,700
69
$968K 0.2%
2,600
70
$957K 0.2%
5,752
71
$952K 0.2%
15,080
+881
72
$942K 0.19%
146,008
73
$928K 0.19%
3,781
74
$927K 0.19%
6,000
75
$923K 0.19%
+8,500
1 2
3
4 5