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
$878M
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.1M
3
+$12.8M
4
HD icon
Home Depot
HD
+$8.7M
5
NKE icon
Nike
NKE
+$8.11M

Top Sells

1
+$8.17M
2
+$5.32M
3
+$5.09M
4
GRMN icon
Garmin
GRMN
+$1.95M
5
BALL icon
Ball Corp
BALL
+$1.63M

Sector Composition

1 Technology 16.43%
2 Consumer Discretionary 14.1%
3 Industrials 10.46%
4 Financials 9%
5 Utilities 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$390K 0.04%
2,738
+1,627
352
$389K 0.04%
7,488
+2,589
353
$389K 0.04%
15,176
+10,313
354
$389K 0.04%
948
+144
355
$388K 0.04%
4,025
+2,838
356
$384K 0.04%
1,716
+791
357
$381K 0.04%
8,947
-612
358
$379K 0.04%
7,131
+4,473
359
$379K 0.04%
1,404
+866
360
$374K 0.04%
4,531
+2,817
361
$374K 0.04%
7,275
+6,298
362
$368K 0.04%
3,082
+1,554
363
$368K 0.04%
2,724
+334
364
$365K 0.04%
4,984
+3,440
365
$363K 0.04%
1,634
+1,118
366
$362K 0.04%
2,307
+1,720
367
$360K 0.04%
13,590
+10,291
368
$357K 0.04%
15,542
+9,419
369
$348K 0.04%
9,575
+5,820
370
$347K 0.04%
8,052
-302
371
$347K 0.04%
18,348
+10,594
372
$347K 0.04%
2,911
+1,975
373
$345K 0.04%
6,903
-543
374
$343K 0.04%
17,164
-1,043
375
$343K 0.04%
3,738
-222
13 14
15
16 17