HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$1.03M
3
+$795K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$538K
5
MDT icon
Medtronic
MDT
+$520K

Top Sells

1
+$1.12M
2
+$383K
3
+$312K
4
CI icon
Cigna
CI
+$265K
5
SWK icon
Stanley Black & Decker
SWK
+$226K

Sector Composition

1 Healthcare 14.55%
2 Technology 11.45%
3 Energy 11.11%
4 Industrials 10.42%
5 Communication Services 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.29%
17,329
-243
27
$2.17M 1.27%
19,495
-463
28
$2.11M 1.23%
21,742
+171
29
$2.11M 1.23%
64,770
+3,307
30
$2.06M 1.2%
43,668
-2,221
31
$2.05M 1.2%
227,080
+30,700
32
$2.04M 1.19%
32,652
-2,918
33
$2.01M 1.17%
33,032
-394
34
$1.93M 1.13%
19,763
-644
35
$1.8M 1.05%
34,456
+19,791
36
$1.8M 1.05%
19,261
-400
37
$1.79M 1.05%
21,951
-100
38
$1.73M 1.01%
28,230
+438
39
$1.67M 0.97%
35,752
-3,337
40
$1.65M 0.96%
30,335
+1,152
41
$1.65M 0.96%
22,030
+1,062
42
$1.64M 0.96%
19,391
-1,466
43
$1.62M 0.95%
60,315
-4,676
44
$1.54M 0.9%
17,250
-350
45
$1.54M 0.9%
78,005
-997
46
$1.49M 0.87%
28,554
47
$1.48M 0.86%
45,864
-500
48
$1.2M 0.7%
14,849
-133
49
$1.17M 0.68%
26,884
+88
50
$1.17M 0.68%
8,405
-209
1
2
3 4 5