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
$1.16B
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.88M
3
+$3.39M
4
MAR icon
Marriott International
MAR
+$861K
5
LMT icon
Lockheed Martin
LMT
+$785K

Top Sells

1
+$8.44M
2
+$1.68M
3
+$1.09M
4
AMT icon
American Tower
AMT
+$1.05M
5
UNH icon
UnitedHealth
UNH
+$982K

Sector Composition

1 Technology 2.59%
2 Financials 1.69%
3 Industrials 1.09%
4 Healthcare 1.05%
5 Communication Services 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
51
Qualcomm
QCOM
$182B
$943K 0.08%
5,919
+146
NVS icon
52
Novartis
NVS
$252B
$928K 0.08%
7,667
+267
TTE icon
53
TotalEnergies
TTE
$134B
$923K 0.08%
15,038
+1,289
UL icon
54
Unilever
UL
$154B
$923K 0.08%
15,082
+585
ABT icon
55
Abbott
ABT
$221B
$911K 0.08%
6,697
+176
PH icon
56
Parker-Hannifin
PH
$97.7B
$901K 0.08%
1,288
+243
LIN icon
57
Linde
LIN
$209B
$882K 0.08%
1,878
-2
RTX icon
58
RTX Corp
RTX
$240B
$874K 0.08%
5,986
+71
UNH icon
59
UnitedHealth
UNH
$328B
$873K 0.08%
2,795
-3,144
BSX icon
60
Boston Scientific
BSX
$150B
$866K 0.07%
8,060
+101
MAR icon
61
Marriott International
MAR
$73.7B
$861K 0.07%
+3,148
PFE icon
62
Pfizer
PFE
$141B
$839K 0.07%
34,600
+543
XOM icon
63
Exxon Mobil
XOM
$492B
$824K 0.07%
7,640
-25
AME icon
64
Ametek
AME
$43.2B
$811K 0.07%
4,483
-746
GE icon
65
GE Aerospace
GE
$321B
$783K 0.07%
+3,039
VRTX icon
66
Vertex Pharmaceuticals
VRTX
$108B
$782K 0.07%
1,754
+394
A icon
67
Agilent Technologies
A
$42B
$770K 0.07%
6,525
+525
AMCR icon
68
Amcor
AMCR
$18.8B
$768K 0.07%
83,531
+17,144
PGR icon
69
Progressive
PGR
$128B
$762K 0.07%
2,852
-413
RSG icon
70
Republic Services
RSG
$69.7B
$757K 0.07%
3,069
+44
MRK icon
71
Merck
MRK
$219B
$725K 0.06%
9,160
-4,229
PSA icon
72
Public Storage
PSA
$53B
$725K 0.06%
2,467
+1,660
NDAQ icon
73
Nasdaq
NDAQ
$50.5B
$712K 0.06%
7,957
+125
MNST icon
74
Monster Beverage
MNST
$68B
$708K 0.06%
11,295
+421
BHP icon
75
BHP
BHP
$141B
$704K 0.06%
14,637
+1,332
1 2
3
4 5