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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
TMUS icon
76
T-Mobile US
TMUS
$190B
$7.8M 0.27%
29,260
-935
-3% -$230K
SYK icon
77
Stryker
SYK
$133B
$7.8M 0.27%
20,957
-255
-1% -$97K
BA icon
78
Boeing
BA
$183B
$7.8M 0.27%
45,725
-472
-1% -$81.7K
FISV
79
Fiserv Inc
FISV
$27.4B
$7.67M 0.27%
34,721
-481
-1% -$105K
VRTX icon
80
Vertex Pharmaceuticals
VRTX
$133B
$7.6M 0.26%
15,670
-251
-2% -$117K
ADP icon
81
Automatic Data Processing
ADP
$107B
$7.59M 0.26%
24,827
-333
-1% -$100K
BMY icon
82
Bristol-Myers Squibb
BMY
$130B
$7.55M 0.26%
123,794
-1,544
-1% -$90K
MRSH
83
Marsh
MRSH
$90.1B
$7.35M 0.26%
30,137
-312
-1% -$70.8K
DE icon
84
Deere & Co
DE
$167B
$7.26M 0.25%
15,460
-252
-2% -$118K
AMAT icon
85
Applied Materials
AMAT
$435B
$7.19M 0.25%
49,579
-1,388
-3% -$233K
MDT icon
86
Medtronic
MDT
$116B
$7.03M 0.24%
78,287
-809
-1% -$72.4K
CB icon
87
Chubb
CB
$132B
$6.94M 0.24%
22,970
-239
-1% -$66.4K
PANW icon
88
Palo Alto Networks
PANW
$315B
$6.9M 0.24%
40,409
-55
-0.1% -$10.2K
SBUX icon
89
Starbucks
SBUX
$124B
$6.8M 0.24%
69,330
-715
-1% -$73.9K
ETN icon
90
Eaton
ETN
$179B
$6.56M 0.23%
24,116
-344
-1% -$107K
PLD icon
91
Prologis
PLD
$134B
$6.32M 0.22%
56,541
-669
-1% -$77.4K
MO icon
92
Altria Group
MO
$107B
$6.21M 0.22%
103,524
-1,283
-1% -$70K
AMT icon
93
American Tower
AMT
$79.4B
$6.21M 0.22%
28,529
-294
-1% -$57.7K
ELV icon
94
Elevance Health
ELV
$86.6B
$6.16M 0.21%
14,171
-147
-1% -$59K
SO icon
95
Southern Company
SO
$106B
$6.15M 0.21%
66,836
-931
-1% -$80.6K
ADI icon
96
Analog Devices
ADI
$187B
$6.11M 0.21%
30,290
-313
-1% -$67.6K
ICE icon
97
Intercontinental Exchange
ICE
$85B
$6.05M 0.21%
35,084
-364
-1% -$59.6K
INTC icon
98
Intel
INTC
$509B
$5.99M 0.21%
263,860
-2,718
-1% -$59.5K
MU icon
99
Micron Technology
MU
$1.03T
$5.89M 0.2%
67,836
-699
-1% -$67.1K
CME icon
100
CME Group
CME
$94.3B
$5.83M 0.2%
21,984
-226
-1% -$55.7K
2 3
4
5 6

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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.