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
51
$996K 0.67%
18,550
-14,102
52
$979K 0.65%
27,489
+24
53
$968K 0.65%
22,266
-13,486
54
$962K 0.64%
38,635
-252
55
$950K 0.63%
19,018
+1,655
56
$897K 0.6%
12,199
+361
57
$865K 0.58%
12,560
-25
58
$835K 0.56%
6,025
-1,299
59
$834K 0.56%
9,435
+3
60
$786K 0.53%
15,875
61
$743K 0.5%
15,620
+200
62
$713K 0.48%
9,911
-95
63
$697K 0.47%
14,000
-2,900
64
$697K 0.47%
17,662
-502
65
$657K 0.44%
24,100
-5,950
66
$649K 0.43%
44,206
-800
67
$642K 0.43%
23,486
+8,850
68
$625K 0.42%
21,724
-800
69
$602K 0.4%
8,554
70
$540K 0.36%
16,795
-5,165
71
$536K 0.36%
15,205
-459
72
$521K 0.35%
16,423
-11,373
73
$511K 0.34%
11,556
+2,000
74
$486K 0.32%
5,688
75
$481K 0.32%
14,658
-13,500
1 2
3
4 5