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
201
$112K 0.09%
+247
202
$111K 0.09%
+2,236
203
$108K 0.09%
+7,594
204
$107K 0.08%
+709
205
$105K 0.08%
+1,115
206
$103K 0.08%
+1,575
207
$102K 0.08%
+829
208
$102K 0.08%
+746
209
$102K 0.08%
+500
210
$100K 0.08%
+5,452
211
$100K 0.08%
+1,691
212
$100K 0.08%
+394
213
$99K 0.08%
+914
214
$96K 0.08%
+798
215
$94K 0.07%
+1,806
216
$94K 0.07%
+606
217
$94K 0.07%
+328
218
$93K 0.07%
+1,192
219
$92K 0.07%
+801
220
$91K 0.07%
+1,985
221
$89K 0.07%
+1,020
222
$88K 0.07%
+793
223
$87K 0.07%
+2,412
224
$86K 0.07%
+1,658
225
$85K 0.07%
+153