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
176
$226K 0.09%
40,393
177
$221K 0.08%
23,348
-5,538
178
$206K 0.08%
+4,400
179
$202K 0.08%
+3,432
180
$185K 0.07%
14,900
181
$161K 0.06%
56,420
-791,628
182
$157K 0.06%
24,975
-10,038
183
$143K 0.05%
10,200
184
$138K 0.05%
36,500
+5,000
185
$137K 0.05%
90,000
186
$132K 0.05%
13,165
187
$125K 0.05%
11,230
188
$122K 0.05%
12,367
189
$116K 0.04%
10,000
190
$109K 0.04%
10,000
191
$104K 0.04%
16,200
192
$103K 0.04%
10,000
193
$101K 0.04%
10,000
194
$101K 0.04%
10,000
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195
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10,000
196
$100K 0.04%
10,000
197
$85.3K 0.03%
17,687
198
$62K 0.02%
21,000
-1,000
199
$55.8K 0.02%
10,000
200
$49.9K 0.02%
+13,000
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