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
$385M
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.68M
3
+$6.46M
4
AIMT
Aimmune Therapeutics
AIMT
+$5.44M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.34M

Top Sells

1
+$10.2M
2
+$5.34M
3
+$1.72M
4
PFNX
Pfenex Inc.
PFNX
+$1.69M
5
ELAN icon
Elanco Animal Health
ELAN
+$1.53M

Sector Composition

1 Financials 24.12%
2 Technology 12.91%
3 Healthcare 12.35%
4 Energy 10.43%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.14M 0.29%
+20,835
77
$1.11M 0.29%
13,230
78
$1.1M 0.29%
163,347
-250,027
79
$1.1M 0.29%
+7,813
80
$1.06M 0.28%
+7,000
81
$1.05M 0.27%
+8,500
82
$1.03M 0.27%
250
83
$1.02M 0.26%
+14,165
84
$1M 0.26%
4,819
85
$992K 0.26%
+32,503
86
$977K 0.25%
14,199
87
$964K 0.25%
54,350
+43,700
88
$963K 0.25%
+8,000
89
$937K 0.24%
7,210
-210
90
$933K 0.24%
+15,000
91
$928K 0.24%
+17,560
92
$918K 0.24%
+18,494
93
$901K 0.23%
+6,207
94
$887K 0.23%
+21,900
95
$873K 0.23%
+10,607
96
$868K 0.23%
+10,305
97
$858K 0.22%
15,065
+7,410
98
$852K 0.22%
+28,000
99
$848K 0.22%
+5,870
100
$846K 0.22%
20,472
+11,573
2 3
4
5 6