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
151
$60K 0.04%
+900
152
$60K 0.04%
+283
153
$57K 0.03%
+739
154
$57K 0.03%
+500
155
$54K 0.03%
+1,051
156
$52K 0.03%
+2,067
157
$50K 0.03%
+1,900
158
$48K 0.03%
+1,000
159
$47K 0.03%
+500
160
$46K 0.03%
+1,000
161
$45K 0.03%
+280
162
$43K 0.03%
+4,200
163
$43K 0.03%
+1,300
164
$41K 0.02%
+1,400
165
$38K 0.02%
+400
166
$34K 0.02%
+1,745
167
$34K 0.02%
+650
168
$34K 0.02%
+650
169
$33K 0.02%
+640
170
$31K 0.02%
+280
171
$30K 0.02%
+737
172
$30K 0.02%
+716
173
$29K 0.02%
+503
174
$28K 0.02%
+662
175
$26K 0.02%
+600
5 6
7
8 9