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
$206M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.29M
3
+$3.2M
4
TELA icon
TELA Bio
TELA
+$3.19M
5
GE icon
GE Aerospace
GE
+$2.83M

Top Sells

1
+$9.26M
2
+$5.2M
3
+$4.85M
4
TXN icon
Texas Instruments
TXN
+$4.76M
5
QURE icon
uniQure
QURE
+$4.3M

Sector Composition

1 Financials 23.45%
2 Healthcare 13.69%
3 Energy 12.14%
4 Technology 7.04%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
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