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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
DUK icon
101
Duke Energy
DUK
$96.3B
$5.77M 0.2%
47,330
-266
-0.6% -$30.3K
LMT icon
102
Lockheed Martin
LMT
$140B
$5.71M 0.2%
12,783
-241
-2% -$111K
WELL icon
103
Welltower
WELL
$166B
$5.7M 0.2%
37,201
+568
+2% +$80.9K
LRCX icon
104
Lam Research
LRCX
$408B
$5.69M 0.2%
78,299
-1,196
-2% -$94.2K
KLAC icon
105
KLA
KLAC
$272B
$5.51M 0.19%
81,090
-1,590
-2% -$115K
CI icon
106
Cigna
CI
$73.3B
$5.5M 0.19%
16,708
-495
-3% -$149K
AJG icon
107
Arthur J. Gallagher & Co
AJG
$65.5B
$5.37M 0.19%
15,563
+129
+0.8% +$40.7K
MDLZ icon
108
Mondelez International
MDLZ
$79.4B
$5.36M 0.19%
79,032
-3,572
-4% -$220K
CVS icon
109
CVS Health
CVS
$121B
$5.2M 0.18%
76,756
-791
-1% -$47.3K
WM icon
110
Waste Management
WM
$90.5B
$5.16M 0.18%
22,286
-230
-1% -$50.9K
MCK icon
111
McKesson
MCK
$102B
$5.15M 0.18%
7,648
-195
-2% -$121K
GEV icon
112
GE Vernova
GEV
$277B
$5.14M 0.18%
16,838
-209
-1% -$72.9K
ORLY icon
113
O'Reilly Automotive
ORLY
$74.5B
$5.03M 0.18%
52,695
-810
-2% -$70.5K
SHW icon
114
Sherwin-Williams
SHW
$87.4B
$4.94M 0.17%
14,148
-182
-1% -$63.9K
UPS icon
115
United Parcel Service
UPS
$88.4B
$4.91M 0.17%
44,649
-461
-1% -$55.1K
ANET icon
116
Arista Networks
ANET
$265B
$4.88M 0.17%
63,021
-866
-1% -$87.8K
MMM icon
117
3M
MMM
$94.8B
$4.87M 0.17%
33,129
-522
-2% -$76.7K
APH icon
118
Amphenol
APH
$210B
$4.85M 0.17%
73,883
-761
-1% -$51.9K
EQIX icon
119
Equinix
EQIX
$105B
$4.84M 0.17%
5,937
-23
-0.4% -$20.7K
PH icon
120
Parker-Hannifin
PH
$135B
$4.78M 0.17%
7,859
-118
-1% -$77.2K
KKR icon
121
KKR & Co
KKR
$99.5B
$4.76M 0.17%
41,184
-615
-1% -$84.6K
TDG icon
122
TransDigm Group
TDG
$68.3B
$4.74M 0.16%
3,424
-61
-2% -$81.3K
CL icon
123
Colgate-Palmolive
CL
$73.6B
$4.64M 0.16%
49,525
-957
-2% -$85.7K
TT icon
124
Trane Technologies
TT
$105B
$4.61M 0.16%
13,687
-245
-2% -$88.5K
NKE icon
125
Nike
NKE
$60.1B
$4.57M 0.16%
72,063
-1,507
-2% -$111K
3 4
5
6 7

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TCM
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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.