HFM

Hartford Funds Management Portfolio holdings

AUM $1.16B
1-Year Est. Return 7.82%
This Quarter Est. Return
1 Year Est. Return
+7.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$43.7M
2 +$3.47M
3 +$1.12M
4
AAPL icon
Apple
AAPL
+$973K
5
WELL icon
Welltower
WELL
+$768K

Top Sells

1 +$31.2M
2 +$5.97M
3 +$3.73M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$2.3M
5
VTV icon
Vanguard Value ETF
VTV
+$1.8M

Sector Composition

1 Technology 2.3%
2 Financials 1.64%
3 Healthcare 1.29%
4 Industrials 0.85%
5 Consumer Discretionary 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OTIS icon
26
Otis Worldwide
OTIS
$35.4B
$1.52M 0.14%
14,721
-153
LLY icon
27
Eli Lilly
LLY
$817B
$1.49M 0.13%
1,802
+340
V icon
28
Visa
V
$652B
$1.44M 0.13%
4,105
-220
AMT icon
29
American Tower
AMT
$83B
$1.42M 0.13%
6,513
+868
PG icon
30
Procter & Gamble
PG
$344B
$1.3M 0.12%
7,637
+2,149
CSCO icon
31
Cisco
CSCO
$281B
$1.3M 0.12%
21,069
-141
AIG icon
32
American International
AIG
$41.6B
$1.28M 0.12%
14,745
-192
ATO icon
33
Atmos Energy
ATO
$28.3B
$1.2M 0.11%
7,787
+1,278
MRK icon
34
Merck
MRK
$213B
$1.2M 0.11%
13,389
+1,353
KDP icon
35
Keurig Dr Pepper
KDP
$35.8B
$1.18M 0.11%
34,497
+413
CTSH icon
36
Cognizant
CTSH
$35.2B
$1.16M 0.11%
15,210
-134
WMT icon
37
Walmart
WMT
$819B
$1.12M 0.1%
+12,810
LOW icon
38
Lowe's Companies
LOW
$130B
$1.12M 0.1%
4,801
-162
MSI icon
39
Motorola Solutions
MSI
$65.7B
$1.12M 0.1%
2,552
+292
CVX icon
40
Chevron
CVX
$311B
$1.09M 0.1%
6,495
-195
HCA icon
41
HCA Healthcare
HCA
$108B
$1.07M 0.1%
3,109
+666
LMT icon
42
Lockheed Martin
LMT
$107B
$1.07M 0.1%
2,389
+106
IVV icon
43
iShares Core S&P 500 ETF
IVV
$659B
$1.06M 0.1%
1,892
+466
BAC icon
44
Bank of America
BAC
$387B
$1.06M 0.1%
25,463
+5,466
WAB icon
45
Wabtec
WAB
$34.8B
$1.04M 0.09%
5,707
-305
CTRA icon
46
Coterra Energy
CTRA
$20.2B
$1.02M 0.09%
35,301
+472
DAL icon
47
Delta Air Lines
DAL
$37.5B
$972K 0.09%
22,291
-2,640
PFG icon
48
Principal Financial Group
PFG
$18B
$953K 0.09%
11,298
+57
AZN icon
49
AstraZeneca
AZN
$263B
$947K 0.09%
12,883
+1,645
PGR icon
50
Progressive
PGR
$127B
$924K 0.08%
3,265
+284