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
$878M
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.1M
3
+$12.8M
4
HD icon
Home Depot
HD
+$8.7M
5
NKE icon
Nike
NKE
+$8.11M

Top Sells

1
+$8.17M
2
+$5.32M
3
+$5.09M
4
GRMN icon
Garmin
GRMN
+$1.95M
5
BALL icon
Ball Corp
BALL
+$1.63M

Sector Composition

1 Technology 16.43%
2 Consumer Discretionary 14.1%
3 Industrials 10.46%
4 Financials 9%
5 Utilities 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$673K 0.08%
8,513
+6,811
277
$668K 0.08%
24,090
+21,945
278
$667K 0.08%
2,649
+1,835
279
$660K 0.08%
+6,695
280
$655K 0.07%
3,609
+1,271
281
$655K 0.07%
906
+638
282
$654K 0.07%
8,152
+5,058
283
$648K 0.07%
25,494
+22,098
284
$646K 0.07%
6,882
+5,453
285
$645K 0.07%
32,832
+24,720
286
$631K 0.07%
94,165
+81,876
287
$623K 0.07%
7,843
+5,313
288
$619K 0.07%
11,651
+7,187
289
$614K 0.07%
+8,335
290
$601K 0.07%
3,132
-248
291
$594K 0.07%
9,345
+6,617
292
$585K 0.07%
5,744
+4,420
293
$583K 0.07%
22,838
+14,746
294
$578K 0.07%
22,909
+16,450
295
$577K 0.07%
2,439
+299
296
$574K 0.07%
4,989
+3,558
297
$574K 0.07%
3,123
+402
298
$572K 0.07%
27,226
+23,433
299
$554K 0.06%
9,143
+8,022
300
$552K 0.06%
4,040
+2,513
10 11
12
13 14