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
$260M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$2.46M
3
+$437K
4
DIS icon
Walt Disney
DIS
+$321K
5
WFC icon
Wells Fargo
WFC
+$314K

Top Sells

1
+$10.9M
2
+$10.4M
3
+$4.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.28M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 15.08%
2 Technology 14.35%
3 Healthcare 12.94%
4 Communication Services 11.94%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$165K 0.06%
4,248
-132
327
$165K 0.06%
1,678
-198
328
$165K 0.06%
1,722
+145
329
$165K 0.06%
1,777
-236
330
$165K 0.06%
5,398
-682
331
$165K 0.06%
600
332
$164K 0.06%
2,102
-266
333
$162K 0.06%
3,431
-428
334
$162K 0.06%
5,672
-229
335
$161K 0.06%
3,672
+167
336
$161K 0.06%
3,841
-317
337
$159K 0.06%
3,664
-486
338
$159K 0.06%
2,486
+138
339
$159K 0.06%
3,048
+118
340
$158K 0.06%
3,149
-11
341
$157K 0.06%
+3,750
342
$157K 0.06%
3,314
-112
343
$156K 0.06%
1,898
-228
344
$155K 0.06%
1,745
-41
345
$155K 0.06%
2,601
+234
346
$154K 0.06%
2,434
+217
347
$154K 0.06%
653
-28
348
$154K 0.06%
1,250
-6
349
$152K 0.06%
2,233
-45
350
$152K 0.06%
4,177
+45
12 13
14
15 16