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
$278M
AUM Growth
-$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.44M
3
+$3.97M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.63M
5
META icon
Meta Platforms (Facebook)
META
+$3.62M

Top Sells

1
+$101M
2
+$94.5M
3
+$6.25M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.09M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.98M

Sector Composition

1 Technology 15.44%
2 Financials 14.39%
3 Healthcare 14.2%
4 Industrials 9.83%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$247K 0.09%
4,169
+3,265
252
$245K 0.09%
2,720
+2,141
253
$244K 0.09%
4,506
+3,548
254
$243K 0.09%
+4,510
255
$243K 0.09%
+3,567
256
$240K 0.09%
2,471
+1,880
257
$239K 0.09%
2,184
+1,714
258
$239K 0.09%
4,608
-18,467
259
$238K 0.09%
3,807
+3,009
260
$237K 0.09%
3,285
+2,574
261
$236K 0.08%
4,152
+3,260
262
$235K 0.08%
1,575
+1,232
263
$234K 0.08%
1,926
+1,469
264
$233K 0.08%
2,433
+1,919
265
$231K 0.08%
3,549
+2,806
266
$231K 0.08%
5,940
+4,649
267
$229K 0.08%
1,720
+1,363
268
$229K 0.08%
8,122
+6,407
269
$227K 0.08%
1,780
+1,345
270
$227K 0.08%
12,103
+9,102
271
$226K 0.08%
4,308
+3,266
272
$225K 0.08%
3,797
+2,993
273
$224K 0.08%
2,131
+1,768
274
$222K 0.08%
1,616
+1,286
275
$222K 0.08%
+2,438
9 10
11
12 13