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
$1.02B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.37M
3
+$8.04M
4
RHI icon
Robert Half
RHI
+$7.98M
5
AMZN icon
Amazon
AMZN
+$5.95M

Top Sells

1
+$5.85M
2
+$5.81M
3
+$5.61M
4
MHK icon
Mohawk Industries
MHK
+$5.47M
5
WMT icon
Walmart
WMT
+$4.97M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 14.33%
3 Financials 11.8%
4 Healthcare 9.94%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$494K 0.05%
8,286
-3,075
352
$488K 0.05%
5,054
-538
353
$486K 0.05%
17,740
-2,233
354
$484K 0.05%
9,127
-4,075
355
$480K 0.05%
6,292
-491
356
$477K 0.05%
5,864
-1,787
357
$475K 0.05%
10,259
-472
358
$461K 0.05%
+7,844
359
$459K 0.04%
7,028
-580
360
$451K 0.04%
6,620
-258
361
$447K 0.04%
6,461
-8,106
362
$446K 0.04%
12,056
-3,935
363
$441K 0.04%
16,620
-6,641
364
$437K 0.04%
5,946
-9,637
365
$432K 0.04%
5,358
-1,213
366
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13,289
-5,387
367
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7,528
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368
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5,000
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369
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13,777
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370
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13,381
+8,868
371
$386K 0.04%
2,674
-1,412
372
$386K 0.04%
9,164
-6,619
373
$386K 0.04%
5,864
-3,914
374
$380K 0.04%
6,052
-387
375
$375K 0.04%
3,562
-200
13 14
15
16 17