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
476
$10K 0.01%
+400
477
$10K 0.01%
+650
478
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+200
479
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+1,000
480
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+1,000
481
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482
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483
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484
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+700
485
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486
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487
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488
$8K 0.01%
+1,580
489
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490
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491
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492
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494
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496
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498
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499
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+123
500
$7K 0.01%
+300
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