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HFM
Hartford Financial Management Portfolio holdings
AUM
$448M
1-Year Est. Return
32.11%
This Fund
S&P 500
This Quarter
Est. Return
+9.33%
1 Year Est. Return
+32.11%
3 Year Est. Return
+79.62%
5 Year Est. Return
+98.86%
10 Year Est. Return
+402.42%
AUM
$366M
AUM Growth
-$119M
(-24%)
Cap. Flow
-$143M
Cap. Flow
% of AUM
-39.05%
Top 10 Holdings %
Top 10 Hldgs %
36.94%
Holding
371
New
12
Increased
34
Reduced
134
Closed
24
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
|
+$6.73M |
| 2 |
FT Vest US Equity Deep Buffer ETF July
DJUL
|
+$6.14M |
| 3 |
FT Vest US Equity Moderate Buffer ETF July
GJUL
|
+$5.55M |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$4.85M |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$2.95M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$11.3M |
| 2 |
Eli Lilly
LLY
|
+$10.9M |
| 3 |
Waste Management
WM
|
+$6.98M |
| 4 |
Parker-Hannifin
PH
|
+$6.48M |
| 5 |
JPMorgan Chase
JPM
|
+$6.31M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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 | |
|---|---|---|---|---|---|---|
151
NiSource
NI
$20.4B
| $121K | 0.03% |
3,000
| – | – |
|
152
Public Storage
PSA
$61.3B
| $121K | 0.03% |
412
| – | – |
|
153
Webster Financial
WBS
$12.8B
| $118K | 0.03% |
2,164
| – | – |
|
154
Regions Financial
RF
$26.8B
| $118K | 0.03% |
5,000
| – | – |
|
155
Duke Energy
DUK
$97.3B
| $115K | 0.03% |
975
-17,208
| -95% | -$2.03M |
|
156
Morgan Stanley
MS
$340B
| $114K | 0.03% |
806
-109
| -12% | -$13.4K |
|
157
PACCAR
PCAR
$70.1B
| $112K | 0.03% |
1,182
| – | – |
|
158
Colgate-Palmolive
CL
$74.4B
| $111K | 0.03% |
1,220
| – | – |
|
159
Unilever
UL
$136B
| $98.5K | 0.03% |
1,432
-48
| -3% | -$3.37K |
|
160
iShares US Technology ETF
IYW
$25.2B
| $94.8K | 0.03% |
+547
| New | +$82.9K |
|
161
AstraZeneca
AZN
$250B
| $94.4K | 0.03% |
+676
| New | +$94.7K |
|
162
Palo Alto Networks
PANW
$297B
| $93.7K | 0.03% |
458
| – | – |
|
163
Intercontinental Exchange
ICE
$84.4B
| $91.7K | 0.03% |
500
| – | – |
|
164
US Bancorp
USB
$99.6B
| $90.5K | 0.02% |
2,000
-31,000
| -94% | -$1.3M |
|
165
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.46B
| $75.5K | 0.02% |
2,250
| – | – |
|
166
LyondellBasell Industries
LYB
$19.2B
| $75.2K | 0.02% |
1,300
-4,700
| -78% | -$274K |
|
167
ARK Innovation ETF
ARKK
$6.31B
| $75K | 0.02% |
1,068
| – | – |
|
168
Broadcom
AVGO
$2.04T
| $75K | 0.02% |
272
-13,025
| -98% | -$2.83M |
|
169
Vanguard Health Care ETF
VHT
$18.6B
| $74.5K | 0.02% |
300
| – | – |
|
170
Travelers Companies
TRV
$80.2B
| $74.4K | 0.02% |
278
| – | – |
|
171
APA Corp
APA
$13.2B
| $73.9K | 0.02% |
4,040
-1,424
| -26% | -$24.7K |
|
172
CenterPoint Energy
CNP
$26.8B
| $73.5K | 0.02% |
2,000
| – | – |
|
173
Dow Inc
DOW
$21.2B
| $71K | 0.02% |
2,683
-15,390
| -85% | -$448K |
|
174
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.78B
| $69.4K | 0.02% |
1,946
-472
| -20% | -$16.1K |
|
175
3M
MMM
$94.3B
| $67K | 0.02% |
440
| – | – |
|
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Hartford Financial Management's Q2 2025 Portfolio in Review
As of Q2 2025, Hartford Financial Management held 371 positions worth $366M, down 24% from $484M the previous quarter. Its ten largest holdings account for 37% of the portfolio.
Hartford Financial Management withdrew a net $143M in Q2 2025, closing 24 positions and reducing 134 holdings. Its most notable exit was Illinois Tool Works, an estimated $5.46M position sold in full.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 16% a quarter earlier, followed by Financials and Industrials.
Against the trend, Hartford Financial Management opened a new position in FT Vest US Equity Deep Buffer ETF July worth $6.54M.
- Hartford Financial Management's largest Q2 2025 buy was FT Vest US Equity Deep Buffer ETF July: 147,299 shares worth $6.54M.
- Hartford Financial Management added most to JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2025, an estimated $6.73M increase.
- Hartford Financial Management's biggest Q2 2025 reduction was Microsoft, cutting an estimated $11.3M.
- Hartford Financial Management fully exited Illinois Tool Works in Q2 2025, selling an estimated $5.46M.
- Hartford Financial Management's ten largest holdings make up 37% of its $366M portfolio in Q2 2025.
- Hartford Financial Management opened 12 new positions and closed 24 in Q2 2025.
- Hartford Financial Management's portfolio value fell 24% quarter-over-quarter to $366M.
Based on Hartford Financial Management's 13F filing for Q2 2025, filed 31 Jul 2025.