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
$378M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Sector Composition

1 Technology 20.07%
2 Financials 8.11%
3 Industrials 7.28%
4 Consumer Discretionary 5.18%
5 Communication Services 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CMI icon
176
Cummins
CMI
$71B
$58.7K 0.02%
139
VOOG icon
177
Vanguard S&P 500 Growth ETF
VOOG
$21.4B
$57K 0.02%
131
+73
TLT icon
178
iShares 20+ Year Treasury Bond ETF
TLT
$48.4B
$54.3K 0.01%
608
GRAL
179
GRAIL Inc
GRAL
$3.39B
$53.2K 0.01%
900
XLK icon
180
State Street Technology Select Sector SPDR ETF
XLK
$92.3B
$53K 0.01%
188
GEHC icon
181
GE HealthCare
GEHC
$37.5B
$52K 0.01%
692
BK icon
182
Bank of New York Mellon
BK
$79.7B
$51.3K 0.01%
471
-1
FMS icon
183
Fresenius Medical Care
FMS
$13.8B
$51.2K 0.01%
1,944
+107
OMC icon
184
Omnicom Group
OMC
$25.6B
$48.9K 0.01%
600
MDT icon
185
Medtronic
MDT
$125B
$48.4K 0.01%
508
CRM icon
186
Salesforce
CRM
$239B
$47.9K 0.01%
202
ZBRA icon
187
Zebra Technologies
ZBRA
$13.2B
$47.5K 0.01%
160
LMT icon
188
Lockheed Martin
LMT
$110B
$46.9K 0.01%
94
OKTA icon
189
Okta
OKTA
$16.1B
$45.9K 0.01%
500
KMI icon
190
Kinder Morgan
KMI
$58.6B
$45.8K 0.01%
1,618
GILD icon
191
Gilead Sciences
GILD
$147B
$45.7K 0.01%
412
FAST icon
192
Fastenal
FAST
$48.6B
$45.6K 0.01%
930
-9
ALNY icon
193
Alnylam Pharmaceuticals
ALNY
$51.7B
$45.6K 0.01%
100
MOAT icon
194
VanEck Morningstar Wide Moat ETF
MOAT
$13B
$45.4K 0.01%
458
+27
SMH icon
195
VanEck Semiconductor ETF
SMH
$36.1B
$44.7K 0.01%
137
+35
ABBV icon
196
AbbVie
ABBV
$395B
$44.2K 0.01%
191
XLV icon
197
State Street Health Care Select Sector SPDR ETF
XLV
$40.5B
$41.8K 0.01%
300
BX icon
198
Blackstone
BX
$118B
$41.7K 0.01%
244
UYG icon
199
ProShares Ultra Financials
UYG
$883M
$41.7K 0.01%
420
BAX icon
200
Baxter International
BAX
$9.79B
$41.5K 0.01%
1,824
+579