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
$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 Materials 6.21%
5 Technology 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
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-5,000
147
-70,757
148
-10,000