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
$1.02B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.37M
3
+$8.04M
4
RHI icon
Robert Half
RHI
+$7.98M
5
AMZN icon
Amazon
AMZN
+$5.95M

Top Sells

1
+$5.85M
2
+$5.81M
3
+$5.61M
4
MHK icon
Mohawk Industries
MHK
+$5.47M
5
WMT icon
Walmart
WMT
+$4.97M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 14.33%
3 Financials 11.8%
4 Healthcare 9.94%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$374K 0.04%
1,084
-573
377
$371K 0.04%
1,730
-25,509
378
$369K 0.04%
1,582
-120
379
$368K 0.04%
6,991
-3,547
380
$367K 0.04%
4,003
-294
381
$367K 0.04%
2,788
-196
382
$363K 0.04%
7,782
-555
383
$360K 0.04%
4,945
-413
384
$347K 0.03%
7,844
-13,183
385
$347K 0.03%
16,795
-1,471
386
$346K 0.03%
+4,991
387
$342K 0.03%
22,826
+7,124
388
$342K 0.03%
1,838
+564
389
$341K 0.03%
13,229
-1,090
390
$338K 0.03%
1,757
-919
391
$336K 0.03%
4,492
-6,298
392
$332K 0.03%
2,233
-279
393
$329K 0.03%
6,639
-7,791
394
$325K 0.03%
2,363
+1,005
395
$324K 0.03%
2,269
-144
396
$320K 0.03%
4,373
-310
397
$320K 0.03%
+7,318
398
$316K 0.03%
4,959
+2,506
399
$315K 0.03%
9,412
-116,283
400
$315K 0.03%
16,884
-2,946
14 15
16
17 18