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
$878M
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.1M
3
+$12.8M
4
HD icon
Home Depot
HD
+$8.7M
5
NKE icon
Nike
NKE
+$8.11M

Top Sells

1
+$8.17M
2
+$5.32M
3
+$5.09M
4
GRMN icon
Garmin
GRMN
+$1.95M
5
BALL icon
Ball Corp
BALL
+$1.63M

Sector Composition

1 Technology 16.43%
2 Consumer Discretionary 14.1%
3 Industrials 10.46%
4 Financials 9%
5 Utilities 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$341K 0.04%
2,123
+765
377
$341K 0.04%
4,955
+3,380
378
$340K 0.04%
27,291
+23,564
379
$339K 0.04%
4,888
+1,720
380
$337K 0.04%
10,331
+3,625
381
$331K 0.04%
5,149
+2,428
382
$331K 0.04%
7,446
+5,897
383
$326K 0.04%
2,453
+873
384
$325K 0.04%
13,198
-215,927
385
$314K 0.04%
10,920
-713
386
$309K 0.04%
2,981
+1,867
387
$305K 0.03%
4,052
+1,420
388
$305K 0.03%
6,372
+3,848
389
$300K 0.03%
5,912
+3,540
390
$300K 0.03%
11,105
+9,628
391
$297K 0.03%
2,856
+1,335
392
$295K 0.03%
3,468
+2,367
393
$292K 0.03%
17,395
+10,445
394
$292K 0.03%
5,365
+1,943
395
$291K 0.03%
4,091
+1,482
396
$289K 0.03%
4,291
+2,468
397
$282K 0.03%
8,694
+5,953
398
$281K 0.03%
4,170
+2,375
399
$278K 0.03%
2,377
+181
400
$278K 0.03%
+920
14 15
16
17 18