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
$878M
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.1M
3
+$12.8M
4
HD icon
Home Depot
HD
+$8.7M
5
NKE icon
Nike
NKE
+$8.11M

Top Sells

1
+$8.17M
2
+$5.32M
3
+$5.09M
4
GRMN icon
Garmin
GRMN
+$1.95M
5
BALL icon
Ball Corp
BALL
+$1.63M

Sector Composition

1 Technology 16.43%
2 Consumer Discretionary 14.1%
3 Industrials 10.46%
4 Financials 9%
5 Utilities 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$478K 0.05%
2,271
-149
327
$475K 0.05%
9,199
+3,248
328
$469K 0.05%
1,097
-81
329
$469K 0.05%
4,044
+3,072
330
$468K 0.05%
14,407
+9,816
331
$468K 0.05%
2,933
+1,822
332
$467K 0.05%
10,927
-508
333
$457K 0.05%
12,874
+9,888
334
$451K 0.05%
6,820
-586
335
$450K 0.05%
31,823
+21,825
336
$450K 0.05%
17,172
+15,119
337
$449K 0.05%
5,473
+4,412
338
$445K 0.05%
+12,124
339
$444K 0.05%
9,021
+7,438
340
$432K 0.05%
6,223
+3,721
341
$423K 0.05%
8,910
+6,011
342
$422K 0.05%
10,196
+6,899
343
$419K 0.05%
4,200
+2,970
344
$417K 0.05%
8,259
-334
345
$415K 0.05%
32,726
+22,083
346
$412K 0.05%
2,633
+2,091
347
$406K 0.05%
1,966
+1,223
348
$402K 0.05%
9,316
+3,365
349
$398K 0.05%
4,186
+2,576
350
$395K 0.05%
5,185
-271
12 13
14
15 16