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
$515M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.3M
3
+$7.9M
4
MAIN icon
Main Street Capital
MAIN
+$6.56M
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$5.06M

Top Sells

1
+$17.6M
2
+$8.73M
3
+$8.34M
4
F icon
Ford
F
+$6.44M
5
AMZN icon
Amazon
AMZN
+$5.95M

Sector Composition

1 Financials 24.8%
2 Technology 16.78%
3 Healthcare 12.25%
4 Communication Services 6.76%
5 Industrials 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.38M 0.27%
6,597
+1,000
77
$1.37M 0.27%
24,444
78
$1.34M 0.26%
21,225
-59,966
79
$1.25M 0.24%
27,709
80
$1.25M 0.24%
5,250
81
$1.24M 0.24%
9,170
82
$1.19M 0.23%
57,500
-500
83
$1.19M 0.23%
24,748
84
$1.18M 0.23%
6,167
85
$1.18M 0.23%
4,783
-380
86
$1.17M 0.23%
63,620
-5,000
87
$1.14M 0.22%
4,600
88
$1.11M 0.22%
3,000
-150
89
$1.11M 0.22%
5,706
90
$1.06M 0.21%
4,493
91
$1.06M 0.21%
7,542
92
$1.05M 0.21%
4,735
93
$1.05M 0.2%
10,280
94
$1.05M 0.2%
4,292
95
$1.04M 0.2%
35,013
96
$1.02M 0.2%
2,600
97
$1.01M 0.2%
9,290
98
$967K 0.19%
250
99
$958K 0.19%
36,950
100
$943K 0.18%
3,200
2 3
4
5 6