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
576
$1K ﹤0.01%
+10
577
$1K ﹤0.01%
+140
578
$1K ﹤0.01%
+18
579
$1K ﹤0.01%
+63
580
$1K ﹤0.01%
+200
581
$0 ﹤0.01%
+4
582
0
583
$0 ﹤0.01%
+3
584
$0 ﹤0.01%
+49
585
$0 ﹤0.01%
+10
586
$0 ﹤0.01%
+2
587
$0 ﹤0.01%
+6
588
$0 ﹤0.01%
+13
589
$0 ﹤0.01%
+30