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
351
$34K 0.01%
+956
352
$34K 0.01%
+529
353
$34K 0.01%
+425
354
$34K 0.01%
+72
355
$33K 0.01%
+309
356
$33K 0.01%
478
-14,004
357
$33K 0.01%
+1,188
358
$33K 0.01%
+407
359
$33K 0.01%
+772
360
$32K 0.01%
+345
361
$32K 0.01%
+829
362
$32K 0.01%
1,595
-24,576
363
$32K 0.01%
+537
364
$32K 0.01%
+315
365
$32K 0.01%
+761
366
$32K 0.01%
574
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367
$32K 0.01%
+784
368
$32K 0.01%
265
-4,903
369
$31K 0.01%
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370
$31K 0.01%
942
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371
$31K 0.01%
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372
$31K 0.01%
+902
373
$31K 0.01%
+632
374
$31K 0.01%
+250
375
$30K 0.01%
+205
13 14
15
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