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
76
$456K 0.3%
6,038
+1,968
77
$452K 0.3%
12,537
78
$442K 0.3%
+14,058
79
$430K 0.29%
5,810
80
$423K 0.28%
4,297
-1,798
81
$423K 0.28%
3,650
82
$422K 0.28%
27,117
-1,239
83
$390K 0.26%
3,655
84
$383K 0.26%
21,250
-7,880
85
$373K 0.25%
9,303
-529
86
$359K 0.24%
8,300
87
$351K 0.23%
4,434
88
$342K 0.23%
21,751
89
$320K 0.21%
5,050
-190
90
$301K 0.2%
19,565
+831
91
$278K 0.19%
4,087
-31
92
$270K 0.18%
6,900
-500
93
$265K 0.18%
5,933
+16
94
$263K 0.18%
1,515
+1,000
95
$247K 0.17%
7,125
96
$240K 0.16%
9,400
+400
97
$234K 0.16%
6,300
98
$225K 0.15%
3,405
99
$223K 0.15%
8,502
+1
100
$213K 0.14%
2,324
2 3
4
5 6