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
$821M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$5.22M
3
+$5.22M
4
NWL icon
Newell Brands
NWL
+$5.17M
5
APTV icon
Aptiv
APTV
+$3.79M

Top Sells

1
+$6.65M
2
+$5.94M
3
+$4.72M
4
HAS icon
Hasbro
HAS
+$4.6M
5
DIS icon
Walt Disney
DIS
+$4.48M

Sector Composition

1 Technology 16.25%
2 Consumer Discretionary 14.27%
3 Financials 10.04%
4 Industrials 8.17%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$394K 0.05%
35,063
-2,948
352
$393K 0.05%
30,896
-624
353
$392K 0.05%
1,500
-18
354
$389K 0.05%
6,919
-178
355
$388K 0.05%
2,506
-17
356
$387K 0.05%
3,645
+334
357
$386K 0.05%
1,170
-195
358
$382K 0.05%
4,196
-294
359
$379K 0.05%
15,486
+8,628
360
$372K 0.05%
2,080
+186
361
$369K 0.05%
1,456
+155
362
$367K 0.04%
7,912
-644
363
$365K 0.04%
7,611
-987
364
$364K 0.04%
4,979
-127
365
$363K 0.04%
6,882
+276
366
$363K 0.04%
2,714
+254
367
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3,195
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368
$353K 0.04%
12,138
-81,637
369
$351K 0.04%
934
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370
$350K 0.04%
4,429
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371
$345K 0.04%
6,389
+170
372
$345K 0.04%
2,832
+117
373
$345K 0.04%
5,606
-613
374
$343K 0.04%
11,260
-6,654
375
$336K 0.04%
3,180
-43,501
13 14
15
16 17