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
$150M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.7M
3
+$1.31M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$442K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$323K

Top Sells

1
+$2.23M
2
+$2.06M
3
+$757K
4
EMC
EMC CORPORATION
EMC
+$737K
5
VZ icon
Verizon
VZ
+$586K

Sector Composition

1 Healthcare 14.25%
2 Technology 10.61%
3 Energy 10.18%
4 Consumer Staples 10.02%
5 Industrials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 1.42%
28,545
+716
27
$1.94M 1.29%
21,441
-301
28
$1.86M 1.24%
24,645
+2,615
29
$1.84M 1.23%
19,769
+6
30
$1.78M 1.19%
+25,195
31
$1.75M 1.17%
64,920
+150
32
$1.74M 1.16%
14,358
-2,971
33
$1.72M 1.15%
21,851
-100
34
$1.7M 1.14%
+36,722
35
$1.69M 1.13%
68,702
+8,387
36
$1.55M 1.04%
16,478
-2,783
37
$1.49M 1%
30,998
-2,034
38
$1.43M 0.95%
17,250
39
$1.43M 0.95%
30,335
40
$1.42M 0.95%
44,964
-900
41
$1.41M 0.94%
34,290
-166
42
$1.38M 0.92%
28,805
+575
43
$1.31M 0.87%
28,254
-300
44
$1.15M 0.77%
15,024
+175
45
$1.1M 0.73%
8,406
+1
46
$1.07M 0.72%
62,808
-15,197
47
$1.03M 0.69%
37,292
+2,360
48
$1M 0.67%
33,034
+6,150
49
$999K 0.67%
7,404
50
$997K 0.67%
15,256
-4,135
1
2
3 4 5