HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$6.54M
3
+$5.87M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$5.54M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.99M

Top Sells

1
+$12.9M
2
+$10.9M
3
+$7.17M
4
PH icon
Parker-Hannifin
PH
+$7.17M
5
WM icon
Waste Management
WM
+$6.89M

Sector Composition

1 Technology 18.17%
2 Financials 7.64%
3 Industrials 7%
4 Consumer Staples 5.46%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYY icon
226
Sysco
SYY
$36B
$26.7K 0.01%
353
-18,214
JNPR
227
DELISTED
Juniper Networks
JNPR
$26.6K 0.01%
665
-372
ILMN icon
228
Illumina
ILMN
$18.7B
$26.2K 0.01%
275
NKE icon
229
Nike
NKE
$93.6B
$25.8K 0.01%
363
BTE icon
230
Baytex Energy
BTE
$2.37B
$25.1K 0.01%
14,000
ING icon
231
ING
ING
$74.3B
$24.6K 0.01%
1,124
WSO icon
232
Watsco Inc
WSO
$13.9B
$24.3K 0.01%
55
-11
TRP icon
233
TC Energy
TRP
$57.3B
$24.2K 0.01%
496
LW icon
234
Lamb Weston
LW
$7.85B
$24.2K 0.01%
466
VEU icon
235
Vanguard FTSE All-World ex-US ETF
VEU
$51.2B
$23.9K 0.01%
355
AMGN icon
236
Amgen
AMGN
$184B
$23.7K 0.01%
85
-36
CLX icon
237
Clorox
CLX
$12.5B
$23.5K 0.01%
196
-18
VOOG icon
238
Vanguard S&P 500 Growth ETF
VOOG
$20.3B
$23K 0.01%
58
NTAP icon
239
NetApp
NTAP
$21.5B
$22.7K 0.01%
213
-97
SNOW icon
240
Snowflake
SNOW
$86.3B
$22.4K 0.01%
100
-150
WBD icon
241
Warner Bros
WBD
$56.4B
$22.4K 0.01%
1,952
YUMC icon
242
Yum China
YUMC
$16.7B
$22.4K 0.01%
500
SPYV icon
243
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$29B
$22K 0.01%
420
NVO icon
244
Novo Nordisk
NVO
$217B
$21.9K 0.01%
318
-114
CTRA icon
245
Coterra Energy
CTRA
$20.1B
$21.5K 0.01%
848
-93
QSR icon
246
Restaurant Brands International
QSR
$22.5B
$20.8K 0.01%
314
-141
BBY icon
247
Best Buy
BBY
$15.7B
$20.2K 0.01%
301
+5
MCHPP
248
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
$20K 0.01%
+300
FTNT icon
249
Fortinet
FTNT
$61.4B
$19.8K 0.01%
187
AMD icon
250
Advanced Micro Devices
AMD
$394B
$19.3K 0.01%
136
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