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
$1.02B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.37M
3
+$8.04M
4
RHI icon
Robert Half
RHI
+$7.98M
5
AMZN icon
Amazon
AMZN
+$5.95M

Top Sells

1
+$5.85M
2
+$5.81M
3
+$5.61M
4
MHK icon
Mohawk Industries
MHK
+$5.47M
5
WMT icon
Walmart
WMT
+$4.97M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 14.33%
3 Financials 11.8%
4 Healthcare 9.94%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$753K 0.07%
17,340
+9,067
302
$746K 0.07%
7,027
-8,198
303
$744K 0.07%
13,294
-4,681
304
$737K 0.07%
37,693
-19,042
305
$733K 0.07%
9,551
-665
306
$732K 0.07%
30,757
+20,727
307
$709K 0.07%
39,867
-21,359
308
$704K 0.07%
24,522
-12,710
309
$693K 0.07%
7,028
-456
310
$689K 0.07%
11,269
-4,700
311
$667K 0.07%
17,154
-8,824
312
$661K 0.06%
9,815
-1,721
313
$660K 0.06%
9,651
-868
314
$653K 0.06%
6,416
+4,343
315
$646K 0.06%
4,806
-400
316
$639K 0.06%
27,039
+14,205
317
$636K 0.06%
19,264
+9,962
318
$625K 0.06%
34,260
-3,090
319
$622K 0.06%
8,495
-4,352
320
$620K 0.06%
71,850
-5,500
321
$620K 0.06%
15,127
-991
322
$614K 0.06%
3,526
-547
323
$610K 0.06%
10,425
-728
324
$603K 0.06%
41,277
-3,630
325
$591K 0.06%
11,998
-904
11 12
13
14 15