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
$385M
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.68M
3
+$6.46M
4
AIMT
Aimmune Therapeutics
AIMT
+$5.44M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.34M

Top Sells

1
+$10.2M
2
+$5.34M
3
+$1.72M
4
PFNX
Pfenex Inc.
PFNX
+$1.69M
5
ELAN icon
Elanco Animal Health
ELAN
+$1.53M

Sector Composition

1 Financials 24.12%
2 Technology 12.91%
3 Healthcare 12.35%
4 Energy 10.43%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$320K 0.08%
+27,253
202
$319K 0.08%
+3,120
203
$311K 0.08%
18,460
204
$310K 0.08%
+2,060
205
$309K 0.08%
+1,500
206
$309K 0.08%
+22,600
207
$308K 0.08%
+20,032
208
$308K 0.08%
+22,600
209
$306K 0.08%
+8,600
210
$301K 0.08%
1,020
+140
211
$300K 0.08%
+19,884
212
$298K 0.08%
+11,140
213
$298K 0.08%
12,245
214
$298K 0.08%
+3,200
215
$297K 0.08%
+2,544
216
$297K 0.08%
1,679,797
+501,000
217
$296K 0.08%
+3,000
218
$291K 0.08%
+3,500
219
$289K 0.08%
+2,000
220
$285K 0.07%
+3,777
221
$285K 0.07%
+4,370
222
$282K 0.07%
+4,378
223
$277K 0.07%
+6,965
224
$267K 0.07%
+2,000
225
$264K 0.07%
19,099
+458
7 8
9
10 11