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
$848M
AUM Growth
-$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.86M
3
+$5.83M
4
OMC icon
Omnicom Group
OMC
+$3.59M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.85M

Top Sells

1
+$7.65M
2
+$5.25M
3
+$4.64M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.81M
5
META icon
Meta Platforms (Facebook)
META
+$3.42M

Sector Composition

1 Technology 16.25%
2 Consumer Discretionary 13.18%
3 Financials 11.52%
4 Industrials 8.81%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$558K 0.07%
19,604
-5,890
302
$544K 0.06%
2,969
-154
303
$542K 0.06%
2,752
-7
304
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8,108
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305
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+18,126
306
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2,275
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307
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2,580
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309
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9,860
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310
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312
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11,582
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2,332
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6,110
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26,300
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30,208
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$483K 0.06%
9,834
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$477K 0.06%
12,426
-3,817
324
$476K 0.06%
11,511
-2,213
325
$473K 0.06%
3,668
-161
11 12
13
14 15