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HARTFORD FINANCIAL MANAGEMENT INC.

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HARTFORD CT Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Hartford Financial Management is based out of Hartford. Hartford Financial Management is a large advisory firm with 197 clients and discretionary assets under management (AUM) of $711,638,355 (Form ADV from 2023-03-24). Their last reported 13F filing for Q4 2023 included $441,428,424 in managed 13F securities and a top 10 holdings concentration of 26.35%. Hartford Financial Management's largest holding is JPMorgan Core Plus Bond ETF- with shares held of 478,889. Whalewisdom has at least 74 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
JCPB JPMorgan Core Plus B 5.11%
MSFT Microsoft Corp. 4.31%
AAPL Apple Inc 2.66%
DAUG FT Cboe Vest U.S. Eq 2.52%
COST Costco Co. 2.19%

2023-12-31

13F Activity

Market Value $441m, Prior: $392m
New Purchases 9 stocks
Added To 91 stocks
Sold out of 8 stocks
Reduced holdings in 83 stocks
Top 10 Holdings % 26.35%
Turnover %[1] 4.35%
Turnover Alt %[2] 2.61%
Time Held Top 20 11.65 quarters
Time Held Top 10 11.8 quarters
Time Held All 27.05 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance