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
$550M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.1M
3
+$6.36M
4
FDX icon
FedEx
FDX
+$5.68M
5
RSVR icon
Reservoir Media
RSVR
+$5.32M

Top Sells

1
+$8.87M
2
+$7.15M
3
+$4.33M
4
LRNZ icon
TrueShares Technology AI & Deep Learning ETF
LRNZ
+$3.79M
5
NOW icon
ServiceNow
NOW
+$3.57M

Sector Composition

1 Financials 24.84%
2 Technology 14.41%
3 Healthcare 12.38%
4 Communication Services 8.12%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.22M 0.22%
20,650
-575
77
$1.21M 0.22%
3,000
78
$1.21M 0.22%
6,167
79
$1.19M 0.22%
5,706
80
$1.19M 0.22%
24,748
81
$1.19M 0.22%
4,783
82
$1.18M 0.21%
4,600
83
$1.13M 0.2%
7,542
84
$1.12M 0.2%
4,735
85
$1.12M 0.2%
106,330
+9,700
86
$1.09M 0.2%
+15,350
87
$1.07M 0.2%
63,620
88
$1.06M 0.19%
2,700
89
$1.05M 0.19%
10,280
90
$1.03M 0.19%
+42,000
91
$1.02M 0.19%
250
92
$998K 0.18%
1,700
93
$983K 0.18%
35,013
94
$976K 0.18%
19,640
95
$961K 0.17%
20,868
-20,750
96
$926K 0.17%
7,860
97
$926K 0.17%
4,493
98
$917K 0.17%
5,775
99
$909K 0.17%
1,217
100
$900K 0.16%
4,292
2 3
4
5 6