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
$647M
AUM Growth
-$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$10.7M
3
+$9.9M
4
MRVL icon
Marvell Technology
MRVL
+$5.03M
5
AVGO icon
Broadcom
AVGO
+$4.38M

Top Sells

1
+$6.23M
2
+$6.17M
3
+$5.9M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.95M
5
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$3.35M

Sector Composition

1 Financials 23.64%
2 Technology 17.84%
3 Energy 9.39%
4 Healthcare 7.1%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.3%
8,267
52
$1.87M 0.29%
10,804
-35,916
53
$1.64M 0.25%
6,061
54
$1.62M 0.25%
4,432
-100
55
$1.62M 0.25%
9,515
-820
56
$1.62M 0.25%
7,973
57
$1.59M 0.25%
85,198
-2,000
58
$1.56M 0.24%
23,054
59
$1.48M 0.23%
52,160
-2,000
60
$1.46M 0.23%
5,752
61
$1.4M 0.22%
3,654
62
$1.4M 0.22%
14,282
63
$1.39M 0.21%
2,850
64
$1.36M 0.21%
20,000
65
$1.34M 0.21%
742,941
+30,276
66
$1.32M 0.2%
5,105
+2,175
67
$1.32M 0.2%
4,292
68
$1.31M 0.2%
3,781
69
$1.28M 0.2%
14,607
70
$1.25M 0.19%
43,572
-7,500
71
$1.24M 0.19%
9,370
72
$1.23M 0.19%
5,262
73
$1.2M 0.18%
6,707
74
$1.19M 0.18%
1,750
75
$1.16M 0.18%
3,493
1 2
3
4 5