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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
+14.3%
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
$3.14B
AUM Growth
+$264M
Cap. Flow
-$36.7M
Cap. Flow %
-1.17%
Top 10 Hldgs %
36.93%
Holding
501
New
5
Increased
35
Reduced
459
Closed
2

Top Buys

Rank Stock Value
1
COIN icon
Coinbase
COIN
+$2.98M
2
COF icon
Capital One
COF
+$2.86M
3
PLTR icon
Palantir
PLTR
+$382K
4
KDP icon
Keurig Dr Pepper
KDP
+$306K
5
SPOT icon
Spotify
SPOT
+$255K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.16M
2
NVDA icon
NVIDIA
NVDA
+$2.91M
3
DFS
Discover Financial Services
DFS
+$2.62M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
META icon
Meta Platforms (Facebook)
META
+$1.64M

Sector Composition

Rank Sector Weight
1 Technology 34.2%
2 Financials 13.37%
3 Consumer Discretionary 10.54%
4 Communication Services 9.92%
5 Healthcare 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CME icon
101
CME Group
CME
$94.3B
$5.99M 0.19%
21,746
-238
-1% -$64.7K
MO icon
102
Altria Group
MO
$107B
$5.97M 0.19%
101,880
-1,644
-2% -$96.5K
TT icon
103
Trane Technologies
TT
$105B
$5.9M 0.19%
13,488
-199
-1% -$78.5K
INTC icon
104
Intel
INTC
$509B
$5.89M 0.19%
263,065
-795
-0.3% -$16.5K
PLD icon
105
Prologis
PLD
$134B
$5.88M 0.19%
55,939
-602
-1% -$63.1K
LMT icon
106
Lockheed Martin
LMT
$140B
$5.82M 0.19%
12,566
-217
-2% -$102K
WELL icon
107
Welltower
WELL
$166B
$5.77M 0.18%
37,535
+334
+0.9% +$49.9K
FISV
108
Fiserv Inc
FISV
$27.4B
$5.77M 0.18%
33,443
-1,278
-4% -$232K
BMY icon
109
Bristol-Myers Squibb
BMY
$130B
$5.68M 0.18%
122,734
-1,060
-0.9% -$52K
MCK icon
110
McKesson
MCK
$102B
$5.54M 0.18%
7,555
-93
-1% -$65.6K
DUK icon
111
Duke Energy
DUK
$96.3B
$5.53M 0.18%
46,866
-464
-1% -$54.8K
KKR icon
112
KKR & Co
KKR
$99.5B
$5.43M 0.17%
40,839
-345
-0.8% -$40.4K
PH icon
113
Parker-Hannifin
PH
$135B
$5.39M 0.17%
7,719
-140
-2% -$88.5K
CI icon
114
Cigna
CI
$73.3B
$5.33M 0.17%
16,133
-575
-3% -$185K
ELV icon
115
Elevance Health
ELV
$86.6B
$5.3M 0.17%
13,638
-533
-4% -$214K
MDLZ icon
116
Mondelez International
MDLZ
$79.4B
$5.28M 0.17%
78,222
-810
-1% -$54K
CVS icon
117
CVS Health
CVS
$121B
$5.26M 0.17%
76,263
-493
-0.6% -$32.3K
TDG icon
118
TransDigm Group
TDG
$68.3B
$5.15M 0.16%
3,390
-34
-1% -$47.8K
DASH icon
119
DoorDash
DASH
$92.1B
$5.1M 0.16%
20,702
-7
-0% -$1.4K
CDNS icon
120
Cadence Design Systems
CDNS
$89B
$5.08M 0.16%
16,494
-242
-1% -$70.4K
WM icon
121
Waste Management
WM
$90.5B
$5.06M 0.16%
22,132
-154
-0.7% -$35.7K
NKE icon
122
Nike
NKE
$60.1B
$5.04M 0.16%
71,016
-1,047
-1% -$62.8K
AJG icon
123
Arthur J. Gallagher & Co
AJG
$65.5B
$4.96M 0.16%
15,495
-68
-0.4% -$22.4K
MMM icon
124
3M
MMM
$94.8B
$4.94M 0.16%
32,468
-661
-2% -$94.5K
SHW icon
125
Sherwin-Williams
SHW
$87.4B
$4.79M 0.15%
13,942
-206
-1% -$71.4K
3 4
5
6 7

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Hartford Investment Management Co (HIMCO)'s Q2 2025 Portfolio in Review

As of Q2 2025, Hartford Investment Management Co (HIMCO) held 501 positions worth $3.14B, up 9.2% from $2.88B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 1.4%. Hartford Investment Management Co (HIMCO) opened 5 new positions and exited 2, leaving the 501-position portfolio largely intact.

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

  • Hartford Investment Management Co (HIMCO)'s largest Q2 2025 buy was Coinbase: 12,750 shares worth $4.47M.
  • Hartford Investment Management Co (HIMCO) added most to Capital One in Q2 2025, an estimated $2.86M increase.
  • Hartford Investment Management Co (HIMCO)'s biggest Q2 2025 reduction was Apple, cutting an estimated $3.16M.
  • Hartford Investment Management Co (HIMCO) fully exited Discover Financial Services in Q2 2025, selling an estimated $2.62M.
  • Hartford Investment Management Co (HIMCO)'s ten largest holdings make up 37% of its $3.14B portfolio in Q2 2025.
  • Hartford Investment Management Co (HIMCO) opened 5 new positions and closed 2 in Q2 2025.
  • Hartford Investment Management Co (HIMCO)'s portfolio value rose 9.2% quarter-over-quarter to $3.14B.

Based on Hartford Investment Management Co (HIMCO)'s 13F filing for Q2 2025, filed 16 Jul 2025.