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
76
$538K 0.31%
+9,450
77
$520K 0.3%
+7,027
78
$505K 0.3%
12,537
79
$497K 0.29%
18,734
-2,799
80
$482K 0.28%
28,356
+10
81
$461K 0.27%
14,636
+4,485
82
$451K 0.26%
5,810
-200
83
$445K 0.26%
3,650
-200
84
$428K 0.25%
4,070
-2,146
85
$426K 0.25%
7,400
-250
86
$421K 0.25%
9,556
87
$413K 0.24%
8,300
88
$410K 0.24%
3,655
89
$385K 0.22%
9,832
+2
90
$360K 0.21%
20,106
-254
91
$355K 0.21%
4,434
92
$352K 0.21%
21,751
-2,000
93
$344K 0.2%
3,710
-500
94
$342K 0.2%
5,240
-450
95
$318K 0.19%
+5,550
96
$315K 0.18%
7,148
-800
97
$303K 0.18%
7,125
-600
98
$287K 0.17%
+10,820
99
$260K 0.15%
4,118
100
$253K 0.15%
3,405
2 3
4
5 6