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
$278M
AUM Growth
-$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.44M
3
+$3.97M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.63M
5
META icon
Meta Platforms (Facebook)
META
+$3.62M

Top Sells

1
+$101M
2
+$94.5M
3
+$6.25M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.09M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.98M

Sector Composition

1 Technology 15.44%
2 Financials 14.39%
3 Healthcare 14.2%
4 Industrials 9.83%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$164K 0.06%
3,604
+2,832
352
$162K 0.06%
1,452
+1,143
353
$162K 0.06%
4,228
+3,326
354
$162K 0.06%
2,041
+1,608
355
$161K 0.06%
14,788
+11,600
356
$160K 0.06%
6,774
+5,172
357
$156K 0.06%
8,561
+6,528
358
$153K 0.06%
5,603
+4,415
359
$153K 0.06%
2,564
+2,028
360
$153K 0.06%
4,424
+3,482
361
$153K 0.06%
4,570
+3,616
362
$152K 0.05%
18,300
+14,350
363
$152K 0.05%
3,929
+3,097
364
$151K 0.05%
2,392
+1,855
365
$151K 0.05%
3,106
+2,474
366
$149K 0.05%
3,185
+2,421
367
$146K 0.05%
1,999
+1,521
368
$146K 0.05%
7,233
+5,509
369
$146K 0.05%
5,144
+3,951
370
$144K 0.05%
4,580
+3,624
371
$144K 0.05%
1,593
+1,257
372
$144K 0.05%
1,374
+1,072
373
$143K 0.05%
1,703
+1,296
374
$143K 0.05%
+1,155
375
$143K 0.05%
3,200
+2,512
13 14
15
16 17