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
$878M
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.1M
3
+$12.8M
4
HD icon
Home Depot
HD
+$8.7M
5
NKE icon
Nike
NKE
+$8.11M

Top Sells

1
+$8.17M
2
+$5.32M
3
+$5.09M
4
GRMN icon
Garmin
GRMN
+$1.95M
5
BALL icon
Ball Corp
BALL
+$1.63M

Sector Composition

1 Technology 16.43%
2 Consumer Discretionary 14.1%
3 Industrials 10.46%
4 Financials 9%
5 Utilities 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$831K 0.09%
6,557
+4,157
252
$828K 0.09%
3,191
-1,530
253
$826K 0.09%
5,745
+4,004
254
$822K 0.09%
10,520
+8,766
255
$822K 0.09%
8,602
-12
256
$821K 0.09%
13,861
+9,430
257
$810K 0.09%
5,529
+2,140
258
$807K 0.09%
67,315
+58,394
259
$801K 0.09%
8,490
+985
260
$800K 0.09%
7,332
-3,409
261
$793K 0.09%
12,441
+5,730
262
$787K 0.09%
9,680
+4,395
263
$783K 0.09%
10,810
+5,218
264
$781K 0.09%
4,273
+2,592
265
$772K 0.09%
+7,500
266
$761K 0.09%
8,062
+6,960
267
$750K 0.09%
38,602
+23,453
268
$749K 0.09%
6,164
+2,189
269
$743K 0.08%
4,618
-8,881
270
$713K 0.08%
17,990
+8,394
271
$711K 0.08%
5,737
+2,035
272
$704K 0.08%
25,798
+17,278
273
$695K 0.08%
10,411
-844
274
$680K 0.08%
4,332
+2,954
275
$677K 0.08%
5,255
+4,298
9 10
11
12 13