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
$278M
AUM Growth
-$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.44M
3
+$3.97M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.63M
5
META icon
Meta Platforms (Facebook)
META
+$3.62M

Top Sells

1
+$101M
2
+$94.5M
3
+$6.25M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.09M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.98M

Sector Composition

1 Technology 15.44%
2 Financials 14.39%
3 Healthcare 14.2%
4 Industrials 9.83%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$198K 0.07%
3,085
+2,347
302
$197K 0.07%
1,775
+1,390
303
$195K 0.07%
758
+576
304
$194K 0.07%
13,284
+9,865
305
$193K 0.07%
2,972
+2,331
306
$192K 0.07%
3,008
+2,369
307
$191K 0.07%
2,083
+1,648
308
$190K 0.07%
1,033
+810
309
$189K 0.07%
+3,019
310
$188K 0.07%
1,165
+917
311
$187K 0.07%
911
+712
312
$187K 0.07%
2,609
+2,038
313
$187K 0.07%
2,467
+1,879
314
$186K 0.07%
2,141
+1,688
315
$185K 0.07%
5,785
+4,349
316
$184K 0.07%
1,553
+1,231
317
$183K 0.07%
957
+751
318
$182K 0.07%
2,341
+1,852
319
$182K 0.07%
15,167
+11,541
320
$180K 0.06%
2,970
+2,330
321
$179K 0.06%
3,998
+3,038
322
$179K 0.06%
4,492
+3,536
323
$179K 0.06%
4,672
+3,684
324
$179K 0.06%
1,980
+1,555
325
$178K 0.06%
1,919
+1,509
11 12
13
14 15