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
101
$1.17M 0.15%
6,382
+5,280
102
$1.16M 0.15%
+3,400
103
$1.14M 0.15%
+15,354
104
$1.1M 0.15%
20,723
+15,500
105
$1.09M 0.14%
5,000
106
$1.08M 0.14%
161,500
-3,000
107
$1.08M 0.14%
+5,350
108
$1.06M 0.14%
+7,000
109
$1.04M 0.14%
4,615
+1,615
110
$1.01M 0.13%
+6,233
111
$1.01M 0.13%
+15,000
112
$1.01M 0.13%
+3,493
113
$974K 0.13%
+7,275
114
$956K 0.13%
391,702
+18,701
115
$950K 0.13%
+12,379
116
$920K 0.12%
48,000
+18,000
117
$920K 0.12%
+2,700
118
$901K 0.12%
+5,925
119
$887K 0.12%
+3,760
120
$879K 0.12%
+21,100
121
$877K 0.12%
19,948
+11,478
122
$863K 0.11%
+21,500
123
$848K 0.11%
11,615
+4,086
124
$847K 0.11%
1,775
125
$838K 0.11%
+2,266
3 4
5
6 7