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
$366M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$6.54M
3
+$5.87M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$5.54M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.99M

Top Sells

1
+$12.9M
2
+$10.9M
3
+$7.17M
4
PH icon
Parker-Hannifin
PH
+$7.17M
5
WM icon
Waste Management
WM
+$6.89M

Sector Composition

1 Technology 18.17%
2 Financials 7.64%
3 Industrials 7%
4 Consumer Staples 5.46%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HSY icon
126
Hershey
HSY
$36.7B
$222K 0.06%
1,338
AEP icon
127
American Electric Power
AEP
$65.7B
$208K 0.06%
2,000
GIS icon
128
General Mills
GIS
$25B
$207K 0.06%
4,000
RCL icon
129
Royal Caribbean
RCL
$67.6B
$198K 0.05%
631
+1
INTC icon
130
Intel
INTC
$169B
$195K 0.05%
8,689
-5,286
NUE icon
131
Nucor
NUE
$34B
$194K 0.05%
1,500
VZ icon
132
Verizon
VZ
$174B
$179K 0.05%
4,134
-30,000
T icon
133
AT&T
T
$182B
$161K 0.04%
5,570
CSCO icon
134
Cisco
CSCO
$312B
$161K 0.04%
2,314
SCHW icon
135
Charles Schwab
SCHW
$167B
$159K 0.04%
1,742
-58
PFE icon
136
Pfizer
PFE
$144B
$158K 0.04%
6,529
PLTR icon
137
Palantir
PLTR
$407B
$157K 0.04%
1,150
-100
FTV icon
138
Fortive
FTV
$16.3B
$157K 0.04%
3,006
-1,098
MO icon
139
Altria Group
MO
$98B
$155K 0.04%
2,639
-43,000
XLF icon
140
Financial Select Sector SPDR Fund
XLF
$53.6B
$152K 0.04%
2,897
NGG icon
141
National Grid
NGG
$77B
$149K 0.04%
2,000
-58
TFC icon
142
Truist Financial
TFC
$57B
$148K 0.04%
3,449
ELV icon
143
Elevance Health
ELV
$74.2B
$148K 0.04%
380
QCOM icon
144
Qualcomm
QCOM
$181B
$145K 0.04%
908
XT icon
145
iShares Future Exponential Technologies ETF
XT
$3.76B
$143K 0.04%
2,198
UGI icon
146
UGI
UGI
$7.55B
$137K 0.04%
3,754
-1
IP icon
147
International Paper
IP
$19.5B
$129K 0.04%
2,760
+5
IR icon
148
Ingersoll Rand
IR
$29.3B
$129K 0.04%
1,548
OKE icon
149
Oneok
OKE
$43.4B
$128K 0.03%
1,564
-132
SWK icon
150
Stanley Black & Decker
SWK
$10.1B
$124K 0.03%
1,827
-138
4 5
6
7 8