HFM

Hartford Funds Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 8.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$5.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$750K
3
+$733K
4
ORCL icon
Oracle
ORCL
+$704K
5
BJ icon
BJs Wholesale Club
BJ
+$687K

Top Sells

1
+$11M
2
+$7.29M
3
+$3.45M
4
JPM icon
JPMorgan Chase
JPM
+$1.59M
5
KDP icon
Keurig Dr Pepper
KDP
+$1.13M

Sector Composition

1 Technology 2.73%
2 Financials 1.54%
3 Industrials 1.04%
4 Healthcare 0.89%
5 Communication Services 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$476M 40.8%
13,882,132
+36,477
2
$183M 15.72%
5,166,274
-207,027
3
$102M 8.77%
2,880,361
-316,078
4
$92.3M 7.91%
3,404,528
5
$55.9M 4.79%
1,571,193
-97,875
6
$52.6M 4.51%
914,364
-6
7
$45.8M 3.92%
774,753
8
$45.4M 3.89%
856,834
9
$8.27M 0.71%
15,966
-458
10
$6.88M 0.59%
27,012
-1,728
11
$6.44M 0.55%
26,500
-3,017
12
$5.12M 0.44%
27,461
-517
13
$3.65M 0.31%
11,583
-5,338
14
$3.14M 0.27%
14,313
-626
15
$3.06M 0.26%
9,262
-625
16
$2.89M 0.25%
19,966
-2,151
17
$2.63M 0.23%
7,929
-1,616
18
$2.21M 0.19%
13,642
+772
19
$1.95M 0.17%
2,652
-569
20
$1.76M 0.15%
3,523
-560
21
$1.74M 0.15%
10,974
+3,558
22
$1.71M 0.15%
13,825
-2,307
23
$1.66M 0.14%
19,825
-2,984
24
$1.57M 0.13%
8,806
-880
25
$1.51M 0.13%
2,652
-139
1
2 3 4 5