RIM

Rampart Investment Management Portfolio holdings

AUM $158M
1-Year Est. Return 27.88%
This Quarter Est. Return
1 Year Est. Return
+27.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.07M
3
+$767K
4
AAPL icon
Apple
AAPL
+$427K
5
XOM icon
Exxon Mobil
XOM
+$338K

Top Sells

1
+$3.45M
2
+$812K
3
+$709K
4
AABA
Altaba Inc
AABA
+$564K
5
AMZN icon
Amazon
AMZN
+$289K

Sector Composition

1 Technology 16.03%
2 Financials 15.32%
3 Healthcare 14.6%
4 Communication Services 9.74%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$296K 0.1%
2,745
-200
227
$295K 0.1%
9,508
+579
228
$294K 0.1%
2,618
+39
229
$286K 0.1%
6,027
-406
230
$286K 0.1%
4,281
+205
231
$286K 0.1%
2,053
+127
232
$285K 0.1%
1,628
-128
233
$284K 0.1%
3,976
+155
234
$282K 0.1%
1,871
-107
235
$281K 0.1%
1,576
-131
236
$280K 0.09%
4,363
+194
237
$279K 0.09%
1,879
+99
238
$279K 0.09%
3,134
-230
239
$278K 0.09%
6,182
+434
240
$277K 0.09%
7,376
+1,114
241
$273K 0.09%
9,866
-946
242
$271K 0.09%
4,322
+222
243
$270K 0.09%
2,977
+135
244
$269K 0.09%
8,185
+63
245
$268K 0.09%
2,295
+25
246
$265K 0.09%
2,386
+76
247
$264K 0.09%
2,893
+173
248
$263K 0.09%
4,355
+248
249
$261K 0.09%
4,498
-370
250
$260K 0.09%
2,117
+342
8 9
10
11 12