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
101
$604K 0.23%
8,475
-12
102
$585K 0.22%
2,450
103
$581K 0.22%
3,676
104
$574K 0.22%
3,600
105
$557K 0.21%
5,974
106
$554K 0.21%
2,266
107
$550K 0.21%
7,949
-51
108
$542K 0.21%
27,709
109
$537K 0.2%
3,606
110
$537K 0.2%
5,000
111
$532K 0.2%
5,363
112
$511K 0.19%
5,000
113
$506K 0.19%
4,860
114
$502K 0.19%
50,000
115
$500K 0.19%
5,500
116
$489K 0.19%
7,681
117
$487K 0.18%
41,900
-655,500
118
$480K 0.18%
3,992
-1,276
119
$475K 0.18%
1,700
-300
120
$471K 0.18%
2,275
+75
121
$456K 0.17%
3,900
-130
122
$453K 0.17%
13,421
123
$453K 0.17%
4,000
124
$449K 0.17%
3,042
125
$440K 0.17%
2,000
3 4
5
6 7