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
$967M
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1 +$7.37M
2 +$524K
3 +$397K
4
MRK icon
Merck
MRK
+$396K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$391K

Top Sells

1 +$16.4M
2 +$15.5M
3 +$9.86M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$421K
5
PRU icon
Prudential Financial
PRU
+$348K

Sector Composition

1 Technology 1.08%
2 Healthcare 0.79%
3 Financials 0.73%
4 Communication Services 0.44%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$463M 47.81%
13,835,119
+8,176
2
$196M 20.22%
5,661,843
+213,352
3
$114M 11.77%
2,748,551
-238,102
4
$88.1M 9.1%
3,346,297
-621,805
5
$61.4M 6.35%
3,987,202
6
$3.04M 0.31%
8,929
+808
7
$2.84M 0.29%
23,700
+3,270
8
$2.31M 0.24%
11,897
+1,443
9
$1.68M 0.17%
3,504
+482
10
$1.4M 0.14%
9,593
+1,228
11
$1.07M 0.11%
6,165
+719
12
$1.03M 0.11%
12,142
+1,547
13
$1.01M 0.1%
14,873
+1,974
14
$862K 0.09%
7,473
+3,428
15
$808K 0.08%
22,022
+3,203
16
$806K 0.08%
6,181
+1,450
17
$789K 0.08%
27,501
+3,626
18
$766K 0.08%
8,965
+1,176
19
$748K 0.08%
1,595
-25
20
$681K 0.07%
4,485
+1,336
21
$658K 0.07%
7,392
+803
22
$656K 0.07%
5,733
+1,351
23
$638K 0.07%
1,623
+29
24
$596K 0.06%
3,682
+513
25
$572K 0.06%
6,374
+558