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
$264M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.39M
3
+$736K
4
TEAM icon
Atlassian
TEAM
+$341K
5
TSLA icon
Tesla
TSLA
+$298K

Top Sells

1
+$68.2M
2
+$9.47M
3
+$8.06M
4
NVDA icon
NVIDIA
NVDA
+$7.69M
5
F icon
Ford
F
+$7.62M

Sector Composition

1 Financials 31.79%
2 Healthcare 18.56%
3 Technology 16.76%
4 Energy 10.71%
5 Communication Services 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$783K 0.3%
2,370
77
$762K 0.29%
6,458
78
$745K 0.28%
2,850
79
$742K 0.28%
1,400
80
$741K 0.28%
14,471
81
$738K 0.28%
15,624
82
$736K 0.28%
+141,204
83
$723K 0.27%
9,840
84
$708K 0.27%
9,255
85
$706K 0.27%
2,290
86
$697K 0.26%
22,500
87
$693K 0.26%
1,830
88
$689K 0.26%
3,815
89
$686K 0.26%
2,677
90
$669K 0.25%
15,000
91
$663K 0.25%
10,250
92
$662K 0.25%
3,475
93
$660K 0.25%
1,750
94
$659K 0.25%
2,500
95
$654K 0.25%
5,350
96
$641K 0.24%
3,700
+500
97
$626K 0.24%
11,995
98
$618K 0.23%
19,951
+424
99
$615K 0.23%
5,544
100
$615K 0.23%
8,361
-50
2 3
4
5 6