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
$360M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.65M
3
+$3.47M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.45M
5
DUK icon
Duke Energy
DUK
+$2.92M

Top Sells

1
+$12.1M
2
+$8.59M
3
+$8.25M
4
HD icon
Home Depot
HD
+$8.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.81M

Sector Composition

1 Utilities 18.06%
2 Healthcare 11.94%
3 Technology 11.78%
4 Consumer Discretionary 10.67%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$161K 0.04%
1,504
-3,852
302
$158K 0.04%
2,157
-3,852
303
$158K 0.04%
849
-993
304
$157K 0.04%
1,527
-2,863
305
$156K 0.04%
2,530
-68,551
306
$156K 0.04%
1,591
-14,172
307
$156K 0.04%
460
-1,069
308
$155K 0.04%
4,048
-10,559
309
$154K 0.04%
2,879
-5,683
310
$154K 0.04%
1,038
-144
311
$154K 0.04%
814
-5,446
312
$154K 0.04%
+473
313
$153K 0.04%
2,953
-131,995
314
$152K 0.04%
6,459
-24,223
315
$152K 0.04%
268
-1,806
316
$152K 0.04%
6,464
-39,817
317
$152K 0.04%
5,564
-13,524
318
$151K 0.04%
2,235
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319
$151K 0.04%
3,393
-4,034
320
$151K 0.04%
10,183
-37,384
321
$150K 0.04%
3,373
-9,856
322
$150K 0.04%
1,111
-2,612
323
$149K 0.04%
8,092
-4,889
324
$149K 0.04%
2,502
-3,983
325
$149K 0.04%
2,073
-32,325
11 12
13
14 15