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
$296M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.07M
3
+$767K
4
AAPL icon
Apple
AAPL
+$427K
5
XOM icon
Exxon Mobil
XOM
+$338K

Top Sells

1
+$3.45M
2
+$812K
3
+$709K
4
AABA
Altaba Inc
AABA
+$564K
5
AMZN icon
Amazon
AMZN
+$289K

Sector Composition

1 Technology 16.03%
2 Financials 15.32%
3 Healthcare 14.6%
4 Communication Services 9.74%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$237K 0.08%
6,249
+432
277
$237K 0.08%
1,796
+125
278
$235K 0.08%
3,316
+46
279
$234K 0.08%
4,826
+334
280
$234K 0.08%
4,414
-194
281
$229K 0.08%
900
+142
282
$226K 0.08%
14,811
+1,527
283
$223K 0.08%
11,105
-1,003
284
$221K 0.07%
4,822
+480
285
$221K 0.07%
2,086
+3
286
$219K 0.07%
1,662
+51
287
$217K 0.07%
346
+8
288
$217K 0.07%
1,817
+245
289
$215K 0.07%
3,878
+588
290
$213K 0.07%
3,988
+191
291
$212K 0.07%
1,470
-105
292
$212K 0.07%
3,295
+210
293
$208K 0.07%
2,813
-214
294
$207K 0.07%
348
-21
295
$207K 0.07%
3,404
-306
296
$206K 0.07%
1,512
+188
297
$206K 0.07%
1,559
-161
298
$206K 0.07%
1,591
+60
299
$202K 0.07%
2,755
+192
300
$198K 0.07%
4,799
+713
10 11
12
13 14