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
$278M
AUM Growth
-$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.44M
3
+$3.97M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.63M
5
META icon
Meta Platforms (Facebook)
META
+$3.62M

Top Sells

1
+$101M
2
+$94.5M
3
+$6.25M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.09M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.98M

Sector Composition

1 Technology 15.44%
2 Financials 14.39%
3 Healthcare 14.2%
4 Industrials 9.83%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$222K 0.08%
5,748
+4,556
277
$221K 0.08%
2,310
+1,818
278
$220K 0.08%
8,458
+6,352
279
$218K 0.08%
1,775
+1,351
280
$216K 0.08%
+751
281
$214K 0.08%
1,474
+1,118
282
$213K 0.08%
1,883
+1,447
283
$213K 0.08%
3,678
+2,795
284
$213K 0.08%
2,468
+1,961
285
$212K 0.08%
3,037
+2,378
286
$211K 0.08%
2,842
+2,168
287
$210K 0.08%
369
+290
288
$210K 0.08%
3,270
+2,567
289
$208K 0.07%
5,817
+4,399
290
$208K 0.07%
4,342
+3,270
291
$203K 0.07%
1,531
+1,198
292
$203K 0.07%
6,262
+4,805
293
$203K 0.07%
1,671
+1,268
294
$201K 0.07%
+2,131
295
$199K 0.07%
5,566
+4,421
296
$199K 0.07%
823
+649
297
$199K 0.07%
338
+266
298
$199K 0.07%
1,572
+1,215
299
$198K 0.07%
3,454
+2,707
300
$198K 0.07%
1,846
+1,463
10 11
12
13 14