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
101
$205K 0.14%
5,000
102
$203K 0.14%
+6,360
103
$188K 0.13%
3,461
104
$187K 0.12%
4,998
-2,150
105
$174K 0.12%
12,250
106
$174K 0.12%
2,160
107
$171K 0.11%
2,977
-139
108
$168K 0.11%
+2,950
109
$164K 0.11%
2,382
+50
110
$162K 0.11%
2,860
111
$160K 0.11%
4,350
-1,200
112
$157K 0.1%
5,528
+2,000
113
$155K 0.1%
5,217
114
$154K 0.1%
7,128
115
$153K 0.1%
3,100
116
$152K 0.1%
1,850
117
$149K 0.1%
5,441
+2,012
118
$149K 0.1%
4,200
119
$147K 0.1%
4,248
120
$146K 0.1%
7,900
-12,206
121
$144K 0.1%
+7,900
122
$139K 0.09%
1,395
-38
123
$135K 0.09%
4,460
-6,360
124
$134K 0.09%
5,229
125
$124K 0.08%
4,483
-169
3 4
5
6 7