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
$150M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.7M
3
+$1.31M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$442K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$323K

Top Sells

1
+$2.23M
2
+$2.06M
3
+$757K
4
EMC
EMC CORPORATION
EMC
+$737K
5
VZ icon
Verizon
VZ
+$586K

Sector Composition

1 Healthcare 14.25%
2 Technology 10.61%
3 Energy 10.18%
4 Consumer Staples 10.02%
5 Industrials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.95M 3.97%
58,704
+345
2
$5.82M 3.89%
60,312
-3,097
3
$4.06M 2.71%
68,604
+6
4
$4.03M 2.69%
39,420
-374
5
$3.87M 2.59%
100,338
+5,478
6
$3.79M 2.53%
67,612
-788
7
$3.46M 2.31%
56,716
-100
8
$3.41M 2.28%
171,282
+16,216
9
$3.24M 2.17%
381,080
+154,000
10
$3.17M 2.12%
55,435
-1,042
11
$3.1M 2.07%
178,575
+3,301
12
$3M 2%
230,271
+137
13
$2.92M 1.95%
96,805
-100
14
$2.88M 1.92%
153,885
-1,035
15
$2.64M 1.77%
24,238
-4,630
16
$2.59M 1.73%
32,226
-100
17
$2.46M 1.64%
16,991
+1
18
$2.43M 1.63%
58,122
-5,464
19
$2.42M 1.62%
30,724
-50
20
$2.35M 1.57%
58,379
-141
21
$2.26M 1.51%
160,590
+660
22
$2.23M 1.49%
248,994
+1,425
23
$2.22M 1.48%
43,244
-50
24
$2.18M 1.46%
90,386
-30,523
25
$2.18M 1.46%
18,877
-618
1
2 3 4 5