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
$296M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.07M
3
+$767K
4
AAPL icon
Apple
AAPL
+$427K
5
XOM icon
Exxon Mobil
XOM
+$338K

Top Sells

1
+$3.45M
2
+$812K
3
+$709K
4
AABA
Altaba Inc
AABA
+$564K
5
AMZN icon
Amazon
AMZN
+$289K

Sector Composition

1 Technology 16.03%
2 Financials 15.32%
3 Healthcare 14.6%
4 Communication Services 9.74%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$155K 0.05%
1,476
-77
377
$153K 0.05%
3,160
-162
378
$153K 0.05%
+1,986
379
$153K 0.05%
600
-41
380
$152K 0.05%
2,315
+169
381
$151K 0.05%
1,012
-37
382
$150K 0.05%
1,260
+221
383
$149K 0.05%
5,344
+369
384
$149K 0.05%
+1,301
385
$149K 0.05%
1,071
+9
386
$147K 0.05%
2,872
-234
387
$146K 0.05%
1,188
+1,082
388
$146K 0.05%
10,776
+1,216
389
$146K 0.05%
1,345
-29
390
$146K 0.05%
3,353
+192
391
$146K 0.05%
4,378
+288
392
$145K 0.05%
7,651
+472
393
$144K 0.05%
3,923
+319
394
$144K 0.05%
3,166
-34
395
$144K 0.05%
3,564
-70
396
$144K 0.05%
2,812
+180
397
$143K 0.05%
4,036
+356
398
$143K 0.05%
1,461
+263
399
$143K 0.05%
2,278
-26
400
$142K 0.05%
+4,928
14 15
16
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