We are live on ! Find out more
HIMCH

Hartford Investment Management Co (HIMCO) Portfolio holdings

AUM $3.52B
1-Year Est. Return 42.49%
This Fund
S&P 500
This Quarter Est. Return
-2.64%
1 Year Est. Return
+42.49%
3 Year Est. Return
+131.73%
5 Year Est. Return
+178.04%
10 Year Est. Return
+624.81%
AUM
$2.88B
AUM Growth
-$175M
Cap. Flow
-$36.4M
Cap. Flow %
-1.27%
Top 10 Hldgs %
33.87%
Holding
500
New
4
Increased
26
Reduced
466
Closed
4

Top Buys

Rank Stock Value
1
DASH icon
DoorDash
DASH
+$3.89M
2
WSM icon
Williams-Sonoma
WSM
+$1.45M
3
EXE
Expand Energy Corp
EXE
+$1.34M
4
SCHW
Charles Schwab
SCHW
+$913K
5
TKO icon
TKO Group
TKO
+$623K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.02M
2
NVDA icon
NVIDIA
NVDA
+$2.72M
3
MSFT icon
Microsoft
MSFT
+$2.36M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M
5
JPM icon
JPMorgan Chase
JPM
+$850K

Sector Composition

Rank Sector Weight
1 Technology 30.89%
2 Financials 13.85%
3 Healthcare 11.17%
4 Consumer Discretionary 10.48%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
26
Bank of America
BAC
$453B
$16.9M 0.59%
404,071
-8,380
-2% -$373K
CRM icon
27
Salesforce
CRM
$158B
$15.7M 0.54%
58,383
-697
-1% -$217K
PM icon
28
Philip Morris
PM
$290B
$15.1M 0.52%
94,875
-1,216
-1% -$172K
CSCO icon
29
Cisco
CSCO
$488B
$15M 0.52%
243,056
-3,135
-1% -$193K
WFC icon
30
Wells Fargo
WFC
$269B
$14.4M 0.5%
200,741
-5,004
-2% -$376K
ABT icon
31
Abbott
ABT
$192B
$14M 0.49%
105,833
-1,273
-1% -$162K
IBM icon
32
IBM
IBM
$222B
$14M 0.49%
56,418
-710
-1% -$174K
MRK icon
33
Merck
MRK
$328B
$13.9M 0.48%
154,394
-1,885
-1% -$176K
ORCL icon
34
Oracle
ORCL
$442B
$13.8M 0.48%
98,984
-362
-0.4% -$58.9K
MCD icon
35
McDonald's
MCD
$195B
$13.7M 0.47%
43,727
-510
-1% -$153K
LIN icon
36
Linde
LIN
$221B
$13.5M 0.47%
29,087
-341
-1% -$154K
GE icon
37
GE Aerospace
GE
$379B
$13.1M 0.46%
65,499
-1,446
-2% -$285K
PEP icon
38
PepsiCo
PEP
$189B
$12.5M 0.44%
83,650
-1,111
-1% -$165K
T icon
39
AT&T
T
$166B
$12.4M 0.43%
438,025
-5,022
-1% -$126K
ACN icon
40
Accenture
ACN
$110B
$11.9M 0.41%
38,150
-447
-1% -$158K
VZ icon
41
Verizon
VZ
$195B
$11.7M 0.41%
256,904
-3,052
-1% -$127K
TMO icon
42
Thermo Fisher Scientific
TMO
$223B
$11.6M 0.4%
23,343
-296
-1% -$160K
DIS icon
43
Walt Disney
DIS
$178B
$10.9M 0.38%
110,292
-1,636
-1% -$176K
ISRG icon
44
Intuitive Surgical
ISRG
$142B
$10.8M 0.37%
21,759
-274
-1% -$152K
RTX icon
45
RTX Corp
RTX
$300B
$10.8M 0.37%
81,290
-966
-1% -$122K
PLTR icon
46
Palantir
PLTR
$411B
$10.6M 0.37%
125,078
-1,625
-1% -$143K
INTU icon
47
Intuit
INTU
$91.6B
$10.5M 0.36%
17,080
-246
-1% -$148K
GS icon
48
Goldman Sachs
GS
$302B
$10.4M 0.36%
19,061
-371
-2% -$223K
QCOM icon
49
Qualcomm
QCOM
$171B
$10.4M 0.36%
67,476
-1,164
-2% -$190K
AMGN icon
50
Amgen
AMGN
$225B
$10.2M 0.36%
32,779
-432
-1% -$128K
1
2
3 4 5

Similar funds

TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
BCP
BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
ACM
Aquatic Capital Management Chicago, Illinois $3.48B AUM 24.9% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
BPS
BNDES Participacoes SA Rio De Janeiro, Brazil $3.58B AUM
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Hartford Investment Management Co (HIMCO)'s Q1 2025 Portfolio in Review

As of Q1 2025, Hartford Investment Management Co (HIMCO) held 500 positions worth $2.88B, down 5.7% from $3.05B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 1.6%. Hartford Investment Management Co (HIMCO) opened 4 new positions and exited 4, leaving the 500-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 34% a quarter earlier, followed by Financials and Healthcare.

  • Hartford Investment Management Co (HIMCO)'s largest Q1 2025 buy was DoorDash: 20,709 shares worth $3.78M.
  • Hartford Investment Management Co (HIMCO) added most to Charles Schwab in Q1 2025, an estimated $913K increase.
  • Hartford Investment Management Co (HIMCO)'s biggest Q1 2025 reduction was Apple, cutting an estimated $4.02M.
  • Hartford Investment Management Co (HIMCO) fully exited Teleflex in Q1 2025, selling an estimated $509K.
  • Hartford Investment Management Co (HIMCO)'s ten largest holdings make up 34% of its $2.88B portfolio in Q1 2025.
  • Hartford Investment Management Co (HIMCO) opened 4 new positions and closed 4 in Q1 2025.
  • Hartford Investment Management Co (HIMCO)'s portfolio value fell 5.7% quarter-over-quarter to $2.88B.

Based on Hartford Investment Management Co (HIMCO)'s 13F filing for Q1 2025, filed 8 May 2025.