SMH

Sanders Morris Harris Portfolio holdings

AUM $631M
1-Year Est. Return 22.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$758M
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$24.8M
3
+$19.2M
4
AAPL icon
Apple
AAPL
+$16.6M
5
CTAS icon
Cintas
CTAS
+$10.5M

Top Sells

1
+$6.1M
2
+$4.09M
3
+$2.99M
4
WYNN icon
Wynn Resorts
WYNN
+$2.39M
5
BABA icon
Alibaba
BABA
+$1.47M

Sector Composition

1 Financials 24.16%
2 Technology 18.63%
3 Energy 7.66%
4 Healthcare 6.77%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$473K 0.06%
+2,000
177
$470K 0.06%
+6,875
178
$453K 0.06%
8,773
+750
179
$452K 0.06%
+4,744
180
$451K 0.06%
+5,500
181
$440K 0.06%
+5,203
182
$431K 0.06%
+20,161
183
$428K 0.06%
+5,674
184
$424K 0.06%
+5,000
185
$423K 0.06%
+2,650
186
$418K 0.06%
7,350
187
$417K 0.06%
16,850
188
$411K 0.05%
4,500
+1,413
189
$409K 0.05%
6,165
-466
190
$408K 0.05%
+15,000
191
$408K 0.05%
5,410
192
$402K 0.05%
+6,000
193
$400K 0.05%
5,498
194
$398K 0.05%
7,600
195
$393K 0.05%
+1,982
196
$393K 0.05%
23,500
-7,200
197
$392K 0.05%
6,900
198
$392K 0.05%
+12,970
199
$382K 0.05%
4,000
+1,000
200
$377K 0.05%
7,540
+2,717
6 7
8
9 10