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
101
$247K 0.14%
5,917
-903
102
$237K 0.14%
6,300
103
$233K 0.14%
8,501
104
$217K 0.13%
5,000
105
$210K 0.12%
12,250
106
$206K 0.12%
2,324
107
$201K 0.12%
+3,116
108
$200K 0.12%
+2,332
109
$195K 0.11%
+9,000
110
$192K 0.11%
+2,160
111
$178K 0.1%
4,652
-296
112
$175K 0.1%
+5,229
113
$171K 0.1%
+3,100
114
$169K 0.1%
+3,461
115
$169K 0.1%
+4,200
116
$168K 0.1%
7,128
-300
117
$167K 0.1%
+2,150
118
$165K 0.1%
+5,217
119
$162K 0.09%
+3,254
120
$152K 0.09%
+1,433
121
$151K 0.09%
+2,860
122
$149K 0.09%
+1,850
123
$146K 0.09%
+4,248
124
$139K 0.08%
+1,600
125
$134K 0.08%
+2,000
3 4
5
6 7