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
76
$1.38M 0.18%
48,760
+36,401
77
$1.36M 0.18%
+132,000
78
$1.36M 0.18%
+9,329
79
$1.35M 0.18%
+1,830
80
$1.31M 0.17%
+9,469
81
$1.31M 0.17%
8,530
+5,131
82
$1.3M 0.17%
472,516
+202,524
83
$1.29M 0.17%
6,945
+4,000
84
$1.28M 0.17%
+11,100
85
$1.26M 0.17%
+5,250
86
$1.26M 0.17%
+4,600
87
$1.26M 0.17%
+4,860
88
$1.25M 0.17%
17,350
+350
89
$1.24M 0.16%
1,500
90
$1.22M 0.16%
+1,992
91
$1.21M 0.16%
+2,850
92
$1.21M 0.16%
+4,292
93
$1.21M 0.16%
14,025
94
$1.2M 0.16%
+8,411
95
$1.2M 0.16%
31,864
96
$1.2M 0.16%
1,025
-21
97
$1.19M 0.16%
17,951
+9,292
98
$1.18M 0.16%
41,822
+33,343
99
$1.18M 0.16%
+21,505
100
$1.17M 0.15%
+3,531
2 3
4
5 6