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
$296M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.07M
3
+$767K
4
AAPL icon
Apple
AAPL
+$427K
5
XOM icon
Exxon Mobil
XOM
+$338K

Top Sells

1
+$3.45M
2
+$812K
3
+$709K
4
AABA
Altaba Inc
AABA
+$564K
5
AMZN icon
Amazon
AMZN
+$289K

Sector Composition

1 Technology 16.03%
2 Financials 15.32%
3 Healthcare 14.6%
4 Communication Services 9.74%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$198K 0.07%
6,301
+361
302
$197K 0.07%
2,439
+98
303
$196K 0.07%
2,220
-218
304
$196K 0.07%
1,094
+61
305
$196K 0.07%
3,450
+539
306
$194K 0.07%
+5,963
307
$193K 0.07%
1,244
+79
308
$193K 0.07%
1,867
+503
309
$192K 0.06%
3,325
+169
310
$192K 0.06%
2,025
+45
311
$192K 0.06%
2,914
-94
312
$192K 0.06%
3,211
+239
313
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3,247
-302
314
$189K 0.06%
1,729
-117
315
$189K 0.06%
2,224
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316
$188K 0.06%
2,840
-130
317
$188K 0.06%
4,216
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318
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2,271
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319
$188K 0.06%
4,926
+254
320
$188K 0.06%
761
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321
$188K 0.06%
10,164
+1,603
322
$187K 0.06%
1,004
+907
323
$187K 0.06%
6,080
+337
324
$187K 0.06%
13,398
+1,138
325
$186K 0.06%
2,283
-185
11 12
13
14 15