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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 | |
|---|---|---|---|---|---|---|
176
iShares Core S&P 500 ETF
IVV
$902B
| $66.4K | 0.02% |
107
| – | – |
|
177
Citigroup
C
$226B
| $61.4K | 0.02% |
721
| – | – |
|
178
Veralto
VLTO
$24B
| $60.1K | 0.02% |
595
| – | – |
|
179
BP
BP
$107B
| $59.9K | 0.02% |
2,000
| – | – |
|
180
iShares Russell 2000 ETF
IWM
$83B
| $55.7K | 0.02% |
258
| – | – |
|
181
Salesforce
CRM
$158B
| $55.1K | 0.02% |
202
-33
| -14% | -$8.82K |
|
182
PayPal
PYPL
$50.5B
| $53.8K | 0.01% |
724
-217
| -23% | -$14.9K |
|
183
iShares 20+ Year Treasury Bond ETF
TLT
$41.7B
| $53.7K | 0.01% |
608
| – | – |
|
184
Fresenius Medical Care
FMS
$12.9B
| $52.5K | 0.01% |
1,837
-223
| -11% | -$5.99K |
|
185
GE HealthCare
GEHC
$32.4B
| $51.3K | 0.01% |
692
| – | – |
|
186
Okta
OKTA
$25.8B
| $50K | 0.01% |
500
| – | – |
|
187
Zebra Technologies
ZBRA
$17.8B
| $49.3K | 0.01% |
160
| – | – |
|
|
RAL
188
Ralliant Corp
RAL
$7.46B
| $48.4K | 0.01% |
+999
| New | +$49.2K |
|
189
State Street Technology Select Sector SPDR ETF
XLK
$124B
| $47.6K | 0.01% |
376
-24
| -6% | -$2.66K |
|
190
Kinder Morgan
KMI
$68.7B
| $47.6K | 0.01% |
1,618
| – | – |
|
|
GRAL
191
GRAIL Inc
GRAL
$3.1B
| $46.3K | 0.01% |
900
| – | – |
|
192
Gilead Sciences
GILD
$165B
| $45.7K | 0.01% |
412
-61
| -13% | -$6.49K |
|
193
Cummins
CMI
$88.7B
| $45.5K | 0.01% |
139
-6,797
| -98% | -$2.1M |
|
194
Newmont
NEM
$119B
| $44.3K | 0.01% |
761
-112
| -13% | -$5.98K |
|
195
Medtronic
MDT
$112B
| $44.3K | 0.01% |
508
-21
| -4% | -$1.78K |
|
196
ServiceNow
NOW
$129B
| $44.2K | 0.01% |
215
| – | – |
|
197
Devon Energy
DVN
$47.3B
| $43.8K | 0.01% |
1,377
+11
| +0.8% | +$350 |
|
198
Lockheed Martin
LMT
$136B
| $43.5K | 0.01% |
94
-47
| -33% | -$22K |
|
199
Omnicom Group
OMC
$23.4B
| $43.2K | 0.01% |
600
| – | – |
|
|
BNY
200
Bank of New York Mellon
BNY
$107B
| $43K | 0.01% |
472
-251
| -35% | -$21.3K |
|
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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.