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
$278M
AUM Growth
-$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.44M
3
+$3.97M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.63M
5
META icon
Meta Platforms (Facebook)
META
+$3.62M

Top Sells

1
+$101M
2
+$94.5M
3
+$6.25M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.09M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.98M

Sector Composition

1 Technology 15.44%
2 Financials 14.39%
3 Healthcare 14.2%
4 Industrials 9.83%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$142K 0.05%
+1,951
377
$141K 0.05%
1,571
+1,226
378
$141K 0.05%
4,277
+3,237
379
$141K 0.05%
1,049
+829
380
$141K 0.05%
4,090
+3,225
381
$140K 0.05%
1,324
+1,015
382
$140K 0.05%
2,759
+2,187
383
$140K 0.05%
3,505
+2,744
384
$139K 0.05%
4,975
+3,926
385
$139K 0.05%
1,319
+1,004
386
$139K 0.05%
1,841
+1,442
387
$139K 0.05%
3,070
+2,403
388
$138K 0.05%
1,128
+878
389
$136K 0.05%
2,608
+2,075
390
$136K 0.05%
5,410
+4,152
391
$134K 0.05%
3,054
+2,306
392
$133K 0.05%
3,037
+2,287
393
$131K 0.05%
2,317
+1,818
394
$131K 0.05%
1,398
+1,103
395
$130K 0.05%
+10,453
396
$130K 0.05%
2,012
+1,573
397
$130K 0.05%
2,332
+1,831
398
$130K 0.05%
3,939
+3,080
399
$128K 0.05%
3,518
+2,683
400
$128K 0.05%
7,352
+5,757
14 15
16
17 18