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
$821M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$5.22M
3
+$5.22M
4
NWL icon
Newell Brands
NWL
+$5.17M
5
APTV icon
Aptiv
APTV
+$3.79M

Top Sells

1
+$6.65M
2
+$5.94M
3
+$4.72M
4
HAS icon
Hasbro
HAS
+$4.6M
5
DIS icon
Walt Disney
DIS
+$4.48M

Sector Composition

1 Technology 16.25%
2 Consumer Discretionary 14.27%
3 Financials 10.04%
4 Industrials 8.17%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$630K 0.08%
10,691
-1,131
277
$626K 0.08%
6,767
+477
278
$620K 0.08%
8,130
+373
279
$606K 0.07%
9,645
-1,572
280
$600K 0.07%
5,203
-378
281
$599K 0.07%
19,470
+9,591
282
$597K 0.07%
29,052
-3,760
283
$596K 0.07%
+5,852
284
$589K 0.07%
1,051
+40
285
$587K 0.07%
+8,505
286
$586K 0.07%
7,238
-3,925
287
$585K 0.07%
738
-53
288
$574K 0.07%
5,131
-1,287
289
$573K 0.07%
4,291
-8,069
290
$570K 0.07%
2,216
-194
291
$560K 0.07%
5,321
+29
292
$559K 0.07%
7,381
+4,038
293
$553K 0.07%
6,507
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294
$550K 0.07%
5,048
+371
295
$550K 0.07%
5,826
-230
296
$550K 0.07%
+1,949
297
$548K 0.07%
3,936
-385
298
$538K 0.07%
10,482
+436
299
$537K 0.07%
3,694
-19
300
$533K 0.06%
8,593
-782
10 11
12
13 14