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
$260M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$2.46M
3
+$437K
4
DIS icon
Walt Disney
DIS
+$321K
5
WFC icon
Wells Fargo
WFC
+$314K

Top Sells

1
+$10.9M
2
+$10.4M
3
+$4.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.28M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 15.08%
2 Technology 14.35%
3 Healthcare 12.94%
4 Communication Services 11.94%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$151K 0.06%
2,016
+173
352
$151K 0.06%
2,960
+88
353
$150K 0.06%
2,309
-106
354
$150K 0.06%
1,768
-218
355
$150K 0.06%
4,860
+394
356
$150K 0.06%
3,133
+249
357
$149K 0.06%
5,242
-685
358
$149K 0.06%
5,711
-737
359
$149K 0.06%
3,488
-435
360
$148K 0.06%
969
-123
361
$146K 0.06%
5,137
-207
362
$145K 0.06%
2,247
-37
363
$145K 0.06%
4,357
-21
364
$144K 0.06%
1,650
-244
365
$144K 0.06%
1,385
+26
366
$143K 0.06%
1,169
-37
367
$142K 0.05%
1,561
+135
368
$142K 0.05%
3,002
-164
369
$142K 0.05%
1,034
+45
370
$141K 0.05%
6,750
-535
371
$140K 0.05%
2,752
+247
372
$139K 0.05%
1,384
-183
373
$139K 0.05%
1,157
-144
374
$138K 0.05%
1,310
-35
375
$136K 0.05%
1,877
-304
13 14
15
16 17