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
51
$1.16M 0.68%
38,887
-898
52
$1.14M 0.66%
7,324
-781
53
$1.11M 0.65%
7,404
-1,770
54
$1.09M 0.64%
34,932
-1,176
55
$1.09M 0.63%
27,465
+88
56
$1.07M 0.62%
28,158
-2,644
57
$1.02M 0.6%
17,363
-812
58
$1.01M 0.59%
27,796
-3,514
59
$944K 0.55%
11,838
+663
60
$899K 0.53%
9,432
-115
61
$880K 0.51%
30,050
-4,200
62
$866K 0.51%
21,960
-3,050
63
$865K 0.51%
45,006
+450
64
$842K 0.49%
12,585
+1,260
65
$817K 0.48%
15,875
66
$795K 0.46%
+22,524
67
$783K 0.46%
16,900
-850
68
$782K 0.46%
10,006
-902
69
$736K 0.43%
18,164
+1
70
$722K 0.42%
15,420
+50
71
$693K 0.4%
15,664
72
$587K 0.34%
5,688
+459
73
$579K 0.34%
6,095
-2,049
74
$572K 0.33%
8,554
75
$554K 0.32%
29,130
-1,294
1 2
3
4 5