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
$878M
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.1M
3
+$12.8M
4
HD icon
Home Depot
HD
+$8.7M
5
NKE icon
Nike
NKE
+$8.11M

Top Sells

1
+$8.17M
2
+$5.32M
3
+$5.09M
4
GRMN icon
Garmin
GRMN
+$1.95M
5
BALL icon
Ball Corp
BALL
+$1.63M

Sector Composition

1 Technology 16.43%
2 Consumer Discretionary 14.1%
3 Industrials 10.46%
4 Financials 9%
5 Utilities 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$549K 0.06%
2,227
+1,378
302
$548K 0.06%
7,688
+4,560
303
$548K 0.06%
1,208
+748
304
$544K 0.06%
12,484
-1,244
305
$538K 0.06%
6,259
+4,824
306
$537K 0.06%
34,813
+20,637
307
$536K 0.06%
3,259
-91
308
$527K 0.06%
1,542
+539
309
$520K 0.06%
4,195
+1,939
310
$515K 0.06%
16,243
+14,066
311
$513K 0.06%
3,829
+2,212
312
$513K 0.06%
4,308
+3,172
313
$512K 0.06%
+5,097
314
$510K 0.06%
28,490
+13,220
315
$509K 0.06%
2,786
+1,963
316
$509K 0.06%
22,846
+20,143
317
$509K 0.06%
9,832
+3,414
318
$509K 0.06%
12,262
+7,758
319
$507K 0.06%
13,724
+4,935
320
$499K 0.06%
5,247
-380
321
$499K 0.06%
31,652
+21,469
322
$499K 0.06%
11,815
-1,025
323
$498K 0.06%
7,014
+4,694
324
$491K 0.06%
4,387
+2,983
325
$484K 0.06%
2,759
+974
11 12
13
14 15