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
$360M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.65M
3
+$3.47M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.45M
5
DUK icon
Duke Energy
DUK
+$2.92M

Top Sells

1
+$12.1M
2
+$8.59M
3
+$8.25M
4
HD icon
Home Depot
HD
+$8.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.81M

Sector Composition

1 Utilities 18.06%
2 Healthcare 11.94%
3 Technology 11.78%
4 Consumer Discretionary 10.67%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$191K 0.05%
1,427
-10,615
277
$191K 0.05%
3,128
-6,994
278
$191K 0.05%
1,280
-6,505
279
$191K 0.05%
1,258
-10,648
280
$189K 0.05%
3,829
-33,891
281
$187K 0.05%
14,176
-23,048
282
$183K 0.05%
2,632
-6,418
283
$183K 0.05%
3,487
-127,279
284
$182K 0.05%
1,617
-2,976
285
$181K 0.05%
2,159
-2,272
286
$180K 0.05%
1,564
-5,815
287
$179K 0.05%
5,153
-16,328
288
$178K 0.05%
2,124
-8,978
289
$177K 0.05%
8,078
-31,180
290
$176K 0.05%
1,170
-995
291
$173K 0.05%
1,521
-5,278
292
$173K 0.05%
1,441
-7,562
293
$172K 0.05%
2,609
-6,792
294
$172K 0.05%
925
-2,744
295
$172K 0.05%
1,580
-1,492
296
$169K 0.05%
689
-1,505
297
$169K 0.05%
3,168
-6,624
298
$164K 0.05%
3,422
-3,279
299
$162K 0.05%
4,504
-8,074
300
$161K 0.04%
768
-12,310
10 11
12
13 14