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
$260M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$2.46M
3
+$437K
4
DIS icon
Walt Disney
DIS
+$321K
5
WFC icon
Wells Fargo
WFC
+$314K

Top Sells

1
+$10.9M
2
+$10.4M
3
+$4.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.28M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 15.08%
2 Technology 14.35%
3 Healthcare 12.94%
4 Communication Services 11.94%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$234K 0.09%
8,339
+154
252
$234K 0.09%
2,462
-21
253
$230K 0.09%
2,995
+240
254
$229K 0.09%
1,617
-45
255
$228K 0.09%
3,130
+317
256
$227K 0.09%
3,368
+52
257
$223K 0.09%
2,125
+39
258
$222K 0.09%
2,783
+186
259
$219K 0.08%
13,152
+5,501
260
$217K 0.08%
3,215
-189
261
$216K 0.08%
4,290
-536
262
$215K 0.08%
14,747
+1,349
263
$208K 0.08%
1,622
-195
264
$207K 0.08%
2,380
+200
265
$207K 0.08%
2,064
+39
266
$206K 0.08%
3,231
-16
267
$205K 0.08%
6,647
+754
268
$204K 0.08%
4,188
+409
269
$204K 0.08%
4,518
+601
270
$203K 0.08%
3,674
-119
271
$203K 0.08%
5,958
-217
272
$202K 0.08%
1,475
-116
273
$202K 0.08%
1,770
-97
274
$201K 0.08%
2,123
-172
275
$201K 0.08%
5,505
+495
9 10
11
12 13