HBW

Hazlett, Burt & Watson Portfolio holdings

AUM $283M
1-Year Est. Return 18.79%
This Quarter Est. Return
1 Year Est. Return
+18.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$6.36M
3 +$5.04M
4
MSFT icon
Microsoft
MSFT
+$4.06M
5
AMZN icon
Amazon
AMZN
+$3.34M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.19%
2 Financials 10.22%
3 Healthcare 9.15%
4 Consumer Staples 6.07%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$65K 0.05%
+790
252
$65K 0.05%
+312
253
$64K 0.05%
+1,180
254
$64K 0.05%
+232
255
$64K 0.05%
+624
256
$64K 0.05%
+730
257
$63K 0.05%
+800
258
$63K 0.05%
+989
259
$63K 0.05%
+1,416
260
$63K 0.05%
+340
261
$62K 0.05%
+3,250
262
$62K 0.05%
+217
263
$62K 0.05%
+797
264
$62K 0.05%
+7,595
265
$61K 0.05%
+365
266
$60K 0.05%
+2,615
267
$59K 0.05%
+2,108
268
$59K 0.05%
+211
269
$57K 0.05%
+515
270
$56K 0.04%
+659
271
$55K 0.04%
+977
272
$54K 0.04%
+1,176
273
$54K 0.04%
+742
274
$54K 0.04%
+579
275
$53K 0.04%
+936