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
$1.02B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.37M
3
+$8.04M
4
RHI icon
Robert Half
RHI
+$7.98M
5
AMZN icon
Amazon
AMZN
+$5.95M

Top Sells

1
+$5.85M
2
+$5.81M
3
+$5.61M
4
MHK icon
Mohawk Industries
MHK
+$5.47M
5
WMT icon
Walmart
WMT
+$4.97M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 14.33%
3 Financials 11.8%
4 Healthcare 9.94%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$590K 0.06%
12,964
-1,246
327
$576K 0.06%
8,886
-534
328
$576K 0.06%
38,998
-18,062
329
$573K 0.06%
5,470
-1,452
330
$572K 0.06%
3,490
-5,597
331
$571K 0.06%
2,515
-3,098
332
$562K 0.06%
7,111
-371
333
$556K 0.05%
6,120
-3,056
334
$552K 0.05%
7,027
-758
335
$549K 0.05%
6,460
-455
336
$549K 0.05%
3,186
-152
337
$542K 0.05%
+1,877
338
$537K 0.05%
+733
339
$535K 0.05%
4,801
-472
340
$532K 0.05%
6,221
-989
341
$529K 0.05%
9,406
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342
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2,593
-4,188
343
$524K 0.05%
7,839
-2,635
344
$524K 0.05%
4,363
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345
$519K 0.05%
8,655
-629
346
$514K 0.05%
11,865
-1,680
347
$503K 0.05%
4,751
-1,853
348
$499K 0.05%
744
+266
349
$499K 0.05%
3,107
-555
350
$495K 0.05%
3,672
-2,439
12 13
14
15 16