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
$296M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.07M
3
+$767K
4
AAPL icon
Apple
AAPL
+$427K
5
XOM icon
Exxon Mobil
XOM
+$338K

Top Sells

1
+$3.45M
2
+$812K
3
+$709K
4
AABA
Altaba Inc
AABA
+$564K
5
AMZN icon
Amazon
AMZN
+$289K

Sector Composition

1 Technology 16.03%
2 Financials 15.32%
3 Healthcare 14.6%
4 Communication Services 9.74%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$167K 0.06%
14,668
-120
352
$167K 0.06%
1,567
+248
353
$167K 0.06%
908
-49
354
$167K 0.06%
8,029
+1,255
355
$166K 0.06%
2,180
+181
356
$166K 0.06%
3,793
+288
357
$165K 0.06%
2,126
+308
358
$165K 0.06%
7,950
+717
359
$164K 0.06%
5,771
+627
360
$163K 0.06%
3,401
+216
361
$162K 0.05%
2,736
+172
362
$162K 0.05%
1,524
-92
363
$162K 0.05%
716
-35
364
$162K 0.05%
1,949
-45
365
$162K 0.05%
2,108
+67
366
$161K 0.05%
3,426
+389
367
$160K 0.05%
1,894
+53
368
$159K 0.05%
6,175
-84
369
$158K 0.05%
4,380
-200
370
$158K 0.05%
5,901
+491
371
$158K 0.05%
4,056
-172
372
$157K 0.05%
4,150
+632
373
$156K 0.05%
1,092
+164
374
$156K 0.05%
1,256
+101
375
$156K 0.05%
2,884
-135
13 14
15
16 17