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
IRM icon
101
Iron Mountain
IRM
$30B
-6,082
MDT icon
102
Medtronic
MDT
$117B
-8,283
STZ icon
103
Constellation Brands
STZ
$22.5B
-1,732
TXN icon
104
Texas Instruments
TXN
$144B
-3,839