HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
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
126
$129K 0.08%
+396
127
$126K 0.07%
+1,300
128
$121K 0.07%
+3,123
129
$116K 0.07%
+2,815
130
$111K 0.06%
+1,600
131
$108K 0.06%
+1,532
132
$108K 0.06%
+1,125
133
$107K 0.06%
515
-1,500
134
$106K 0.06%
+3,528
135
$103K 0.06%
10,948
+28
136
$98K 0.06%
+2,500
137
$97K 0.06%
+3,429
138
$96K 0.06%
+751
139
$94K 0.05%
+5,100
140
$93K 0.05%
+2,210
141
$93K 0.05%
+1,850
142
$87K 0.05%
+1,000
143
$82K 0.05%
+8,730
144
$82K 0.05%
+1,963
145
$80K 0.05%
+359
146
$80K 0.05%
+2,670
147
$78K 0.05%
+850
148
$71K 0.04%
+1,584
149
$67K 0.04%
+2,077
150
$61K 0.04%
+1,799
4 5
6
7 8