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
$260M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$2.46M
3
+$437K
4
DIS icon
Walt Disney
DIS
+$321K
5
WFC icon
Wells Fargo
WFC
+$314K

Top Sells

1
+$10.9M
2
+$10.4M
3
+$4.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.28M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 15.08%
2 Technology 14.35%
3 Healthcare 12.94%
4 Communication Services 11.94%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$181K 0.07%
1,051
-20
302
$179K 0.07%
9,011
-1,153
303
$179K 0.07%
800
+84
304
$178K 0.07%
4,366
-560
305
$177K 0.07%
1,497
-27
306
$176K 0.07%
2,877
+171
307
$176K 0.07%
10,425
-351
308
$176K 0.07%
7,515
-514
309
$174K 0.07%
1,992
+25
310
$174K 0.07%
3,962
-94
311
$174K 0.07%
5,967
+196
312
$173K 0.07%
1,172
-16
313
$172K 0.07%
4,235
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314
$172K 0.07%
2,016
-73
315
$171K 0.07%
3,870
+306
316
$171K 0.07%
1,938
-170
317
$170K 0.07%
1,084
-160
318
$170K 0.07%
770
-91
319
$170K 0.07%
1,372
-104
320
$169K 0.07%
7,239
-711
321
$168K 0.06%
4,661
-157
322
$168K 0.06%
3,055
+243
323
$167K 0.06%
5,395
+1,359
324
$167K 0.06%
990
+82
325
$166K 0.06%
+5,250
11 12
13
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