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
$1.02B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.37M
3
+$8.04M
4
RHI icon
Robert Half
RHI
+$7.98M
5
AMZN icon
Amazon
AMZN
+$5.95M

Top Sells

1
+$5.85M
2
+$5.81M
3
+$5.61M
4
MHK icon
Mohawk Industries
MHK
+$5.47M
5
WMT icon
Walmart
WMT
+$4.97M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 14.33%
3 Financials 11.8%
4 Healthcare 9.94%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$902K 0.09%
30,018
+20,243
277
$900K 0.09%
22,642
+11,489
278
$895K 0.09%
12,883
+8,830
279
$895K 0.09%
8,698
-3,582
280
$890K 0.09%
24,619
+10,317
281
$887K 0.09%
13,240
+8,552
282
$884K 0.09%
15,512
+10,153
283
$883K 0.09%
10,421
-908
284
$883K 0.09%
13,528
-1,353
285
$877K 0.09%
24,196
-2,609
286
$869K 0.09%
18,400
+1,670
287
$865K 0.08%
10,956
-876
288
$852K 0.08%
19,365
+16,003
289
$850K 0.08%
17,406
+8,970
290
$844K 0.08%
7,425
+3,705
291
$833K 0.08%
5,955
-2,495
292
$833K 0.08%
11,425
+7,927
293
$828K 0.08%
8,775
-1,312
294
$826K 0.08%
8,268
-2,902
295
$818K 0.08%
7,341
+5,011
296
$798K 0.08%
19,108
-1,140
297
$793K 0.08%
14,976
-4,159
298
$785K 0.08%
6,331
-1,739
299
$774K 0.08%
7,228
-481
300
$760K 0.07%
12,213
-3,383
10 11
12
13 14