SMH

Sanders Morris Harris Portfolio holdings

AUM $631M
1-Year Est. Return 22.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$758M
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$24.8M
3
+$19.2M
4
AAPL icon
Apple
AAPL
+$16.6M
5
CTAS icon
Cintas
CTAS
+$10.5M

Top Sells

1
+$6.1M
2
+$4.09M
3
+$2.99M
4
WYNN icon
Wynn Resorts
WYNN
+$2.39M
5
BABA icon
Alibaba
BABA
+$1.47M

Sector Composition

1 Financials 24.16%
2 Technology 18.63%
3 Energy 7.66%
4 Healthcare 6.77%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.29%
+4,735
52
$2.11M 0.28%
809,667
+60,494
53
– –
0
54
$2.09M 0.28%
80,970
+6,629
55
$2.05M 0.27%
+10,804
56
$2.04M 0.27%
+5,780
57
$1.94M 0.26%
40,500
-1,200
58
$1.89M 0.25%
+1,750
59
$1.84M 0.24%
4,135
-949
60
$1.83M 0.24%
+139,215
61
$1.78M 0.24%
+18,848
62
$1.72M 0.23%
7,095
+300
63
$1.72M 0.23%
+49,797
64
$1.71M 0.23%
4,232
-200
65
$1.71M 0.23%
99,398
+37,436
66
$1.64M 0.22%
+14,282
67
$1.61M 0.21%
+3,781
68
$1.58M 0.21%
15,357
+2,733
69
$1.58M 0.21%
+5,752
70
$1.57M 0.21%
+9,370
71
$1.54M 0.2%
+32,570
72
$1.51M 0.2%
6,024
+3,824
73
$1.44M 0.19%
23,054
+19,524
74
$1.44M 0.19%
+3,150
75
$1.41M 0.19%
21,732
-4,018
1 2
3
4 5