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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
ADBE icon
51
Adobe
ADBE
$103B
$10.2M 0.35%
26,560
-639
-2% -$274K
PGR icon
52
Progressive
PGR
$121B
$10.2M 0.35%
35,907
-371
-1% -$97K
AMD icon
53
Advanced Micro Devices
AMD
$788B
$10.2M 0.35%
98,869
-1,429
-1% -$159K
NOW icon
54
ServiceNow
NOW
$129B
$10M 0.35%
62,850
-820
-1% -$158K
TXN icon
55
Texas Instruments
TXN
$253B
$9.98M 0.35%
55,555
-763
-1% -$143K
SPGI icon
56
S&P Global
SPGI
$121B
$9.77M 0.34%
19,227
-391
-2% -$200K
CAT icon
57
Caterpillar
CAT
$393B
$9.62M 0.33%
29,160
-685
-2% -$244K
BKNG icon
58
Booking.com
BKNG
$159B
$9.31M 0.32%
50,500
-650
-1% -$124K
UBER icon
59
Uber
UBER
$154B
$9.29M 0.32%
127,462
-2,689
-2% -$194K
AXP icon
60
American Express
AXP
$232B
$9.11M 0.32%
33,867
-555
-2% -$164K
BSX icon
61
Boston Scientific
BSX
$74.5B
$9.07M 0.32%
89,941
-1,263
-1% -$127K
NEE icon
62
NextEra Energy
NEE
$179B
$8.9M 0.31%
125,482
-1,650
-1% -$116K
MS icon
63
Morgan Stanley
MS
$342B
$8.81M 0.31%
75,550
-1,225
-2% -$158K
PFE icon
64
Pfizer
PFE
$150B
$8.76M 0.3%
345,666
-4,361
-1% -$114K
UNP icon
65
Union Pacific
UNP
$174B
$8.71M 0.3%
36,873
-572
-2% -$138K
GILD icon
66
Gilead Sciences
GILD
$168B
$8.52M 0.3%
76,066
-961
-1% -$99.2K
CMCSA icon
67
Comcast
CMCSA
$90.4B
$8.49M 0.3%
230,104
-5,774
-2% -$208K
BLK icon
68
Blackrock
BLK
$180B
$8.41M 0.29%
8,886
-115
-1% -$113K
HON icon
69
Honeywell
HON
$74.6B
$8.4M 0.29%
42,100
-501
-1% -$101K
TJX icon
70
TJX Companies
TJX
$169B
$8.36M 0.29%
68,621
-1,095
-2% -$133K
COP icon
71
ConocoPhillips
COP
$153B
$8.18M 0.28%
77,856
-2,076
-3% -$207K
SCHW
72
Charles Schwab
SCHW
$189B
$8.14M 0.28%
104,040
+11,631
+13% +$913K
C icon
73
Citigroup
C
$231B
$8.13M 0.28%
114,463
-2,319
-2% -$177K
LOW icon
74
Lowe's Companies
LOW
$121B
$8.03M 0.28%
34,437
-621
-2% -$153K
DHR icon
75
Danaher
DHR
$145B
$8.01M 0.28%
39,050
-644
-2% -$141K
1 2
3
4 5

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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.