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
251
$260K 0.09%
2,195
+312
252
$260K 0.09%
4,396
-374
253
$259K 0.09%
9,251
+793
254
$259K 0.09%
1,981
-150
255
$257K 0.09%
4,638
+2,244
256
$257K 0.09%
4,281
+129
257
$256K 0.09%
18,217
+3,050
258
$256K 0.09%
3,130
259
$254K 0.09%
13,515
+1,412
260
$253K 0.09%
2,483
+50
261
$253K 0.09%
4,275
-282
262
$251K 0.08%
4,527
+219
263
$251K 0.08%
5,893
-359
264
$250K 0.08%
2,878
-159
265
$249K 0.08%
3,068
-217
266
$248K 0.08%
4,141
-365
267
$247K 0.08%
3,503
-304
268
$247K 0.08%
4,353
-157
269
$245K 0.08%
6,664
+879
270
$245K 0.08%
4,377
+699
271
$245K 0.08%
+3,583
272
$244K 0.08%
2,653
+182
273
$242K 0.08%
2,043
-141
274
$242K 0.08%
1,568
+94
275
$238K 0.08%
16,575
-1,095
9 10
11
12 13