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
$216M
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$3.09M
3
+$2.14M
4
RDI icon
Reading International Class A
RDI
+$1.91M
5
TWLO icon
Twilio
TWLO
+$1.88M

Top Sells

1
+$13.7M
2
+$9.02M
3
+$3.32M
4
MU icon
Micron Technology
MU
+$2.88M
5
ETN icon
Eaton
ETN
+$2.2M

Sector Composition

1 Financials 29.51%
2 Energy 23.55%
3 Healthcare 18.86%
4 Consumer Discretionary 4.62%
5 Communication Services 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
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