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
$378M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Sector Composition

1 Technology 20.07%
2 Financials 8.11%
3 Industrials 7.28%
4 Consumer Discretionary 5.18%
5 Communication Services 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NB
276
NioCorp Developments
NB
$677M
$9.69K ﹤0.01%
1,450
SRE icon
277
Sempra
SRE
$57.8B
$9.63K ﹤0.01%
107
+83
KEYS icon
278
Keysight
KEYS
$35.5B
$8.75K ﹤0.01%
50
CE icon
279
Celanese
CE
$4.65B
$8.43K ﹤0.01%
200
ARKW icon
280
ARK Web x.0 ETF
ARKW
$2.18B
$8.03K ﹤0.01%
46
RIVN icon
281
Rivian
RIVN
$22.9B
$7.78K ﹤0.01%
530
LRCX icon
282
Lam Research
LRCX
$206B
$7.5K ﹤0.01%
56
-45
SOLV icon
283
Solventum
SOLV
$14.2B
$7.3K ﹤0.01%
100
GPN icon
284
Global Payments
GPN
$19.3B
$6.98K ﹤0.01%
84
LYFT icon
285
Lyft
LYFT
$7.64B
$6.6K ﹤0.01%
300
IDXX icon
286
Idexx Laboratories
IDXX
$55.9B
$6.39K ﹤0.01%
10
+2
TER icon
287
Teradyne
TER
$30.5B
$5.64K ﹤0.01%
41
+12
BABA icon
288
Alibaba
BABA
$358B
$5.36K ﹤0.01%
30
MEDP icon
289
Medpace
MEDP
$15.7B
$5.14K ﹤0.01%
10
ADI icon
290
Analog Devices
ADI
$137B
$4.91K ﹤0.01%
20
MTD icon
291
Mettler-Toledo International
MTD
$28.9B
$4.91K ﹤0.01%
4
+2
EW icon
292
Edwards Lifesciences
EW
$48.4B
$4.9K ﹤0.01%
63
+33
ETHA
293
iShares Ethereum Trust ETF
ETHA
$1.69B
$4.88K ﹤0.01%
155
+90
INCY icon
294
Incyte
INCY
$19.4B
$4.83K ﹤0.01%
57
+22
VRTX icon
295
Vertex Pharmaceuticals
VRTX
$116B
$4.7K ﹤0.01%
12
+2
BTE icon
296
Baytex Energy
BTE
$2.38B
$4.68K ﹤0.01%
2,000
-12,000
RHI icon
297
Robert Half
RHI
$2.79B
$4.55K ﹤0.01%
134
+105
FICO icon
298
Fair Isaac
FICO
$42.9B
$4.49K ﹤0.01%
3
+1
VRSN icon
299
VeriSign
VRSN
$22.4B
$4.47K ﹤0.01%
16
+1
DECK icon
300
Deckers Outdoor
DECK
$15.2B
$4.26K ﹤0.01%
42
+7