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
$878M
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.1M
3
+$12.8M
4
HD icon
Home Depot
HD
+$8.7M
5
NKE icon
Nike
NKE
+$8.11M

Top Sells

1
+$8.17M
2
+$5.32M
3
+$5.09M
4
GRMN icon
Garmin
GRMN
+$1.95M
5
BALL icon
Ball Corp
BALL
+$1.63M

Sector Composition

1 Technology 16.43%
2 Consumer Discretionary 14.1%
3 Industrials 10.46%
4 Financials 9%
5 Utilities 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.03M 0.12%
15,903
+2,007
227
$1.03M 0.12%
117,088
+80,165
228
$1.02M 0.12%
3,836
+2,340
229
$1.01M 0.11%
22,178
+19,387
230
$1.01M 0.11%
9,553
+5,992
231
$1.01M 0.11%
5,037
+3,839
232
$1M 0.11%
18,288
+16,226
233
$1M 0.11%
9,186
+7,996
234
$986K 0.11%
14,384
+5,180
235
$986K 0.11%
30,906
+24,442
236
$975K 0.11%
7,157
+5,716
237
$937K 0.11%
8,282
+5,137
238
$930K 0.11%
11,569
+8,157
239
$926K 0.11%
32,305
+6,154
240
$904K 0.1%
6,438
+4,874
241
$892K 0.1%
10,100
+6,198
242
$883K 0.1%
33,508
+25,430
243
$867K 0.1%
61,000
+21,750
244
$864K 0.1%
30,775
+27,374
245
$854K 0.1%
18,121
+275
246
$848K 0.1%
15,719
+1,956
247
$848K 0.1%
8,426
+3,256
248
$845K 0.1%
73,451
+68,509
249
$845K 0.1%
10,330
+7,018
250
$843K 0.1%
13,328
+4,017
8 9
10
11 12