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
$260M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$2.46M
3
+$437K
4
DIS icon
Walt Disney
DIS
+$321K
5
WFC icon
Wells Fargo
WFC
+$314K

Top Sells

1
+$10.9M
2
+$10.4M
3
+$4.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.28M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 15.08%
2 Technology 14.35%
3 Healthcare 12.94%
4 Communication Services 11.94%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$200K 0.08%
1,670
+200
277
$200K 0.08%
2,212
-12
278
$198K 0.08%
319
-27
279
$197K 0.08%
3,115
-335
280
$196K 0.08%
2,397
+24
281
$196K 0.08%
14,324
-344
282
$195K 0.08%
1,721
-8
283
$194K 0.07%
4,473
+257
284
$194K 0.07%
803
-97
285
$193K 0.07%
2,848
-66
286
$193K 0.07%
973
-14
287
$192K 0.07%
5,103
-21
288
$191K 0.07%
991
-103
289
$190K 0.07%
1,526
+392
290
$190K 0.07%
3,445
-433
291
$189K 0.07%
1,992
+123
292
$187K 0.07%
3,729
+328
293
$187K 0.07%
2,835
-376
294
$186K 0.07%
3,292
-4
295
$185K 0.07%
1,932
-17
296
$185K 0.07%
1,095
+83
297
$184K 0.07%
3,717
+364
298
$182K 0.07%
1,859
-11
299
$182K 0.07%
2,212
-71
300
$182K 0.07%
2,304
-11
10 11
12
13 14