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
$279M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$47.2M
2
+$32.1M
3
+$12M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.34M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.07M

Top Sells

1
+$22M
2
+$21.6M
3
+$21.1M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$20.9M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$2.59M

Sector Composition

1 Financials 3.25%
2 Technology 3.13%
3 Healthcare 2.85%
4 Communication Services 2.02%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$53K 0.02%
+1,715
252
$53K 0.02%
3,001
-48,961
253
$53K 0.02%
+883
254
$53K 0.02%
+892
255
$53K 0.02%
+868
256
$52K 0.02%
+659
257
$52K 0.02%
+616
258
$52K 0.02%
+2,238
259
$52K 0.02%
403
-5,152
260
$51K 0.02%
+873
261
$51K 0.02%
+743
262
$51K 0.02%
457
-5,081
263
$51K 0.02%
591
-8,538
264
$51K 0.02%
+204
265
$50K 0.02%
+711
266
$50K 0.02%
+579
267
$50K 0.02%
+983
268
$50K 0.02%
+1,042
269
$50K 0.02%
3,419
-68,777
270
$50K 0.02%
514
-9,509
271
$50K 0.02%
+958
272
$50K 0.02%
+1,291
273
$49K 0.02%
1,418
-22,681
274
$49K 0.02%
+507
275
$49K 0.02%
+798
9 10
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