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
$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 31.89%
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
126
$425K 0.16%
1,775
127
$415K 0.16%
26,000
128
$415K 0.16%
15,695
129
$414K 0.16%
4,000
130
$411K 0.16%
1,213
-4
131
$407K 0.15%
2,890
132
$403K 0.15%
15,000
133
$402K 0.15%
5,000
-8,000
134
$398K 0.15%
9,570
135
$388K 0.15%
4,920
136
$386K 0.15%
4,618
137
$385K 0.15%
24,870
138
$369K 0.14%
4,744
139
$363K 0.14%
10,377
-500
140
$345K 0.13%
4,620
141
$343K 0.13%
6,000
142
$341K 0.13%
+2,650
143
$340K 0.13%
18,600
144
$339K 0.13%
1,375
-800
145
$338K 0.13%
7,760
146
$333K 0.13%
4,000
147
$329K 0.12%
6,550
148
$323K 0.12%
9,761
149
$323K 0.12%
6,775
150
$322K 0.12%
1,000
4 5
6
7 8