SMH

Sanders Morris Harris Portfolio holdings

AUM $64.7M
1-Year Est. Return 13.27%
This Quarter Est. Return
1 Year Est. Return
+13.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
-$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$3.05M
3
+$2.47M
4
EQT icon
EQT Corp
EQT
+$2.04M
5
BX icon
Blackstone
BX
+$1.35M

Top Sells

1
+$1.87M
2
+$1.24M
3
+$1.03M
4
PWR icon
Quanta Services
PWR
+$1M
5
JEF icon
Jefferies Financial Group
JEF
+$907K

Sector Composition

1 Financials 24.24%
2 Energy 15.79%
3 Healthcare 12.46%
4 Industrials 6.64%
5 Materials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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