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
$1.05B
AUM Growth
+$787M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$15.8M
3
+$13.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$13.6M
5
MSFT icon
Microsoft
MSFT
+$11M

Top Sells

1
+$304K
2
+$263K
3
+$257K
4
PEP icon
PepsiCo
PEP
+$246K
5
PM icon
Philip Morris
PM
+$233K

Sector Composition

1 Financials 16.05%
2 Consumer Discretionary 14.66%
3 Technology 14.09%
4 Industrials 12.36%
5 Healthcare 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.17M 0.11%
19,135
+15,503
227
$1.16M 0.11%
27,090
+24,877
228
$1.14M 0.11%
15,596
+12,601
229
$1.14M 0.11%
61,226
+45,057
230
$1.14M 0.11%
30,952
+16,673
231
$1.13M 0.11%
15,583
+7,588
232
$1.12M 0.11%
47,390
-7,440
233
$1.11M 0.11%
56,735
+42,025
234
$1.11M 0.11%
5,570
+4,579
235
$1.1M 0.11%
8,070
+7,101
236
$1.1M 0.11%
6,753
+3,653
237
$1.1M 0.11%
12,894
+11,699
238
$1.09M 0.1%
25,978
+19,205
239
$1.09M 0.1%
13,022
+6,988
240
$1.09M 0.1%
21,027
+17,979
241
$1.08M 0.1%
26,805
+13,384
242
$1.08M 0.1%
15,598
+8,561
243
$1.06M 0.1%
10,994
+6,512
244
$1.05M 0.1%
+9,266
245
$1.04M 0.1%
16,012
+6,635
246
$1.03M 0.1%
47,127
+24,703
247
$1.03M 0.1%
1,791
+1,472
248
$1.02M 0.1%
12,847
+10,450
249
$1.01M 0.1%
+8,014
250
$1M 0.1%
10,191
+8,332
8 9
10
11 12