RIM

Rampart Investment Management Portfolio holdings

AUM $158M
1-Year Est. Return 27.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.07M
3
+$767K
4
AAPL icon
Apple
AAPL
+$427K
5
XOM icon
Exxon Mobil
XOM
+$338K

Top Sells

1
+$3.45M
2
+$812K
3
+$709K
4
AABA
Altaba Inc
AABA
+$564K
5
AMZN icon
Amazon
AMZN
+$289K

Sector Composition

1 Technology 15.99%
2 Financials 15.32%
3 Healthcare 14.6%
4 Communication Services 9.76%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$186K 0.06%
987
-25
327
$182K 0.06%
3,191
-263
328
$182K 0.06%
2,013
+310
329
$182K 0.06%
2,368
-99
330
$180K 0.06%
2,597
+2,323
331
$179K 0.06%
1,869
-50
332
$179K 0.06%
3,859
+233
333
$179K 0.06%
6,448
+927
334
$178K 0.06%
+1,870
335
$178K 0.06%
2,348
-44
336
$178K 0.06%
861
+112
337
$178K 0.06%
3,296
-256
338
$177K 0.06%
2,758
+149
339
$176K 0.06%
5,010
+322
340
$176K 0.06%
1,876
+101
341
$175K 0.06%
2,373
-156
342
$175K 0.06%
1,967
+26
343
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5,124
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344
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5,927
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345
$173K 0.06%
4,332
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346
$173K 0.06%
3,917
+3,514
347
$172K 0.06%
4,818
+541
348
$172K 0.06%
974
+63
349
$171K 0.06%
4,132
-206
350
$168K 0.06%
2,089
+138
12 13
14
15 16