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
$279M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$47.2M
2
+$32.1M
3
+$12M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.34M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.07M

Top Sells

1
+$22M
2
+$21.6M
3
+$21.1M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$20.9M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$2.59M

Sector Composition

1 Financials 3.25%
2 Technology 3.13%
3 Healthcare 2.85%
4 Communication Services 2.02%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$38K 0.01%
+925
327
$37K 0.01%
+671
328
$37K 0.01%
+747
329
$37K 0.01%
+1,161
330
$37K 0.01%
+170
331
$37K 0.01%
2,355
-58,152
332
$37K 0.01%
+1,602
333
$36K 0.01%
+960
334
$36K 0.01%
+717
335
$36K 0.01%
750
-12,574
336
$36K 0.01%
+764
337
$36K 0.01%
698
-12,634
338
$36K 0.01%
433
-8,191
339
$36K 0.01%
+216
340
$35K 0.01%
+640
341
$35K 0.01%
+3,950
342
$35K 0.01%
+152
343
$35K 0.01%
1,131
-23,247
344
$35K 0.01%
+1,505
345
$35K 0.01%
+745
346
$35K 0.01%
+429
347
$35K 0.01%
+223
348
$35K 0.01%
+206
349
$35K 0.01%
+363
350
$34K 0.01%
+769
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