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
$806M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$5.22M
3
+$3.9M
4
CMCSA icon
Comcast
CMCSA
+$3.77M
5
PG icon
Procter & Gamble
PG
+$3.27M

Top Sells

1
+$6.32M
2
+$6.09M
3
+$4.72M
4
OMC icon
Omnicom Group
OMC
+$3.79M
5
CAT icon
Caterpillar
CAT
+$3.05M

Sector Composition

1 Technology 17.24%
2 Consumer Discretionary 13.1%
3 Financials 9.67%
4 Utilities 8.58%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$511K 0.06%
5,840
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302
$507K 0.06%
10,908
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303
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304
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305
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308
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309
$494K 0.06%
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310
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311
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312
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2,159
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313
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314
$473K 0.06%
3,553
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315
$471K 0.06%
31,520
+1,312
316
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8,533
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5,366
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$445K 0.06%
3,054
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$444K 0.06%
10,117
-1,394
324
$441K 0.05%
17,914
-1,690
325
$439K 0.05%
7,614
-407
11 12
13
14 15