HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
1
$7.24M 4.23%
58,359
-1,490
2
$6.65M 3.89%
63,409
-912
3
$4.78M 2.79%
68,400
-621
4
$4.56M 2.67%
68,598
-1,234
5
$4.54M 2.65%
39,794
-335
6
$3.85M 2.25%
56,816
-136
7
$3.71M 2.17%
94,860
+4,070
8
$3.46M 2.02%
175,274
+150,269
9
$3.46M 2.02%
230,134
+2,658
10
$3.32M 1.94%
155,066
+10,275
11
$3.25M 1.9%
56,477
-867
12
$3.24M 1.89%
154,920
+1,503
13
$3.19M 1.86%
120,909
-1,543
14
$3.06M 1.79%
28,868
-880
15
$2.97M 1.73%
30,774
-50
16
$2.95M 1.72%
96,905
-1,650
17
$2.87M 1.68%
58,520
+905
18
$2.69M 1.57%
247,569
+1,524
19
$2.62M 1.53%
63,586
+102
20
$2.59M 1.52%
32,326
-450
21
$2.55M 1.49%
159,930
+10,430
22
$2.43M 1.42%
43,294
-225
23
$2.31M 1.35%
27,829
-4,604
24
$2.29M 1.34%
16,990
-75
25
$2.23M 1.31%
26,245
-733
1
2 3 4 5