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
$806M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$5.22M
3
+$3.9M
4
CMCSA icon
Comcast
CMCSA
+$3.77M
5
PG icon
Procter & Gamble
PG
+$3.27M

Top Sells

1
+$6.32M
2
+$6.09M
3
+$4.72M
4
OMC icon
Omnicom Group
OMC
+$3.79M
5
CAT icon
Caterpillar
CAT
+$3.05M

Sector Composition

1 Technology 17.24%
2 Consumer Discretionary 13.1%
3 Financials 9.67%
4 Utilities 8.58%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$341K 0.04%
2,523
-157
352
$339K 0.04%
2,185
-115
353
$336K 0.04%
6,219
-294
354
$331K 0.04%
2,116
-258
355
$330K 0.04%
2,087
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356
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3,311
-166
357
$327K 0.04%
4,401
-578
358
$326K 0.04%
34,033
-1,389
359
$326K 0.04%
15,820
-891
360
$326K 0.04%
1,301
-7,652
361
$325K 0.04%
11,733
-443
362
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4,770
-23
363
$317K 0.04%
12,290
-955
364
$316K 0.04%
3,709
+125
365
$314K 0.04%
2,521
-209
366
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3,935
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367
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12,572
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368
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7,002
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369
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2,715
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370
$309K 0.04%
19,533
-640
371
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1,894
-6,027
372
$308K 0.04%
6,606
-21,834
373
$306K 0.04%
2,181
+15
374
$303K 0.04%
3,563
-116
375
$294K 0.04%
12,435
-1,397
13 14
15
16 17