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
176
$26K 0.02%
+210
177
$25K 0.01%
+1,830
178
$24K 0.01%
+5,600
179
$24K 0.01%
+205
180
$23K 0.01%
+11,000
181
$22K 0.01%
+500
182
$21K 0.01%
+996
183
$20K 0.01%
+1,405
184
$20K 0.01%
+400
185
$19K 0.01%
+285
186
$19K 0.01%
+500
187
$18K 0.01%
+400
188
$18K 0.01%
+1,201
189
$18K 0.01%
+450
190
$17K 0.01%
+598
191
$17K 0.01%
+175
192
$16K 0.01%
+140
193
$16K 0.01%
+200
194
$16K 0.01%
+306
195
$15K 0.01%
+480
196
$15K 0.01%
+84
197
$14K 0.01%
+300
198
$13K 0.01%
+230
199
$12K 0.01%
+400
200
$11K 0.01%
+184
6 7
8
9 10