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
$279M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$47.2M
2
+$32.1M
3
+$12M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.34M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.07M

Top Sells

1
+$22M
2
+$21.6M
3
+$21.1M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$20.9M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$2.59M

Sector Composition

1 Financials 3.25%
2 Technology 3.13%
3 Healthcare 2.85%
4 Communication Services 2.02%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$30K 0.01%
+391
377
$30K 0.01%
+414
378
$30K 0.01%
+956
379
$30K 0.01%
+1,258
380
$30K 0.01%
+439
381
$30K 0.01%
+493
382
$30K 0.01%
+287
383
$30K 0.01%
+138
384
$30K 0.01%
640
-16,574
385
$30K 0.01%
+748
386
$29K 0.01%
+486
387
$29K 0.01%
835
-23,062
388
$29K 0.01%
+869
389
$29K 0.01%
+219
390
$29K 0.01%
+1,049
391
$29K 0.01%
+688
392
$29K 0.01%
231
-8,855
393
$28K 0.01%
+493
394
$28K 0.01%
+969
395
$28K 0.01%
+295
396
$28K 0.01%
+336
397
$28K 0.01%
+499
398
$28K 0.01%
+377
399
$28K 0.01%
572
-11,958
400
$27K 0.01%
+536
14 15
16
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