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
$360M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.65M
3
+$3.47M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.45M
5
DUK icon
Duke Energy
DUK
+$2.92M

Top Sells

1
+$12.1M
2
+$8.59M
3
+$8.25M
4
HD icon
Home Depot
HD
+$8.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.81M

Sector Composition

1 Utilities 18.06%
2 Healthcare 11.94%
3 Technology 11.78%
4 Consumer Discretionary 10.67%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$219K 0.06%
4,987
+693
252
$218K 0.06%
3,717
-6,698
253
$215K 0.06%
2,331
-10,399
254
$214K 0.06%
3,970
-3,626
255
$214K 0.06%
2,351
-11,982
256
$214K 0.06%
1,628
-1,475
257
$210K 0.06%
8,520
-13,086
258
$209K 0.06%
1,358
-2,845
259
$208K 0.06%
15,270
-14,170
260
$208K 0.06%
2,406
-710
261
$204K 0.06%
2,400
-4,395
262
$204K 0.06%
1,986
-1,508
263
$203K 0.06%
2,833
-23,181
264
$202K 0.06%
1,741
-10,754
265
$202K 0.06%
3,094
-5,710
266
$201K 0.06%
2,228
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267
$200K 0.06%
3,529
-17,623
268
$200K 0.06%
+3,775
269
$197K 0.05%
1,378
-5,144
270
$196K 0.05%
3,315
-19,465
271
$196K 0.05%
6,810
-4,484
272
$194K 0.05%
1,198
-5,600
273
$194K 0.05%
+6,273
274
$193K 0.05%
3,792
-1,305
275
$192K 0.05%
5,034
-35,711
9 10
11
12 13