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
$1.02B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.37M
3
+$8.04M
4
RHI icon
Robert Half
RHI
+$7.98M
5
AMZN icon
Amazon
AMZN
+$5.95M

Top Sells

1
+$5.85M
2
+$5.81M
3
+$5.61M
4
MHK icon
Mohawk Industries
MHK
+$5.47M
5
WMT icon
Walmart
WMT
+$4.97M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 14.33%
3 Financials 11.8%
4 Healthcare 9.94%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.14M 0.11%
23,436
+4,515
252
$1.13M 0.11%
3,281
+1,216
253
$1.13M 0.11%
14,825
+5,363
254
$1.12M 0.11%
8,426
-1,427
255
$1.11M 0.11%
8,027
-9,948
256
$1.1M 0.11%
19,299
-1,180
257
$1.09M 0.11%
16,562
-8,578
258
$1.07M 0.1%
8,602
+5,033
259
$1.06M 0.1%
10,019
-975
260
$1.05M 0.1%
10,283
+2,740
261
$1.05M 0.1%
4,814
+1,171
262
$1.02M 0.1%
37,664
+20,082
263
$1M 0.1%
15,312
-3,191
264
$984K 0.1%
8,949
+5,226
265
$978K 0.1%
8,406
-197
266
$977K 0.1%
9,031
+544
267
$975K 0.1%
42,953
-4,174
268
$973K 0.1%
10,143
+3,395
269
$969K 0.09%
6,282
+3,118
270
$962K 0.09%
7,209
+1,549
271
$935K 0.09%
9,031
+3,277
272
$927K 0.09%
4,434
-17,300
273
$922K 0.09%
12,446
-1,290
274
$907K 0.09%
5,333
-2,601
275
$902K 0.09%
10,577
+7,900
9 10
11
12 13