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
$487M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$4.49M
3
+$3.95M
4
DOCU icon
DocuSign
DOCU
+$3.85M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.3M

Top Sells

1
+$4.92M
2
+$3.21M
3
+$1.96M
4
ELAN icon
Elanco Animal Health
ELAN
+$1.08M
5
PLTR icon
Palantir
PLTR
+$896K

Sector Composition

1 Financials 21.8%
2 Technology 16.92%
3 Healthcare 11.98%
4 Energy 8.03%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$365K 0.08%
2,890
177
$354K 0.07%
12,970
178
$353K 0.07%
11,349
+1,000
179
$348K 0.07%
10,227
180
$347K 0.07%
4,920
181
$346K 0.07%
4,000
182
$343K 0.07%
102,490
183
$342K 0.07%
5,494
184
$341K 0.07%
11,800
+5,500
185
$340K 0.07%
5,400
+400
186
$340K 0.07%
5,949
-2,000
187
$329K 0.07%
55,000
-10,000
188
$329K 0.07%
5,000
189
$323K 0.07%
237,400
-5,000
190
$307K 0.06%
9,240
-3,800
191
$299K 0.06%
5,218
+600
192
$299K 0.06%
29,100
193
$296K 0.06%
2,000
194
$295K 0.06%
3,400
195
$287K 0.06%
5,000
196
$285K 0.06%
2,183
197
$284K 0.06%
+6,000
198
$283K 0.06%
+2,815
199
$283K 0.06%
21,875
200
$279K 0.06%
6,875
6 7
8
9 10