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
$806M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$5.22M
3
+$3.9M
4
CMCSA icon
Comcast
CMCSA
+$3.77M
5
PG icon
Procter & Gamble
PG
+$3.27M

Top Sells

1
+$6.32M
2
+$6.09M
3
+$4.72M
4
OMC icon
Omnicom Group
OMC
+$3.79M
5
CAT icon
Caterpillar
CAT
+$3.05M

Sector Composition

1 Technology 17.24%
2 Consumer Discretionary 13.1%
3 Financials 9.67%
4 Utilities 8.58%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$293K 0.04%
3,748
-294
377
$291K 0.04%
2,128
-83
378
$291K 0.04%
3,618
+704
379
$286K 0.04%
5,324
-648
380
$286K 0.04%
4,421
+909
381
$284K 0.04%
4,622
+978
382
$278K 0.03%
5,303
-442
383
$277K 0.03%
16,030
-1,520
384
$277K 0.03%
+9,879
385
$277K 0.03%
+3,564
386
$276K 0.03%
811
-51
387
$275K 0.03%
19,729
-889
388
$275K 0.03%
6,997
+1,313
389
$268K 0.03%
+5,403
390
$268K 0.03%
2,222
+374
391
$267K 0.03%
3,049
-189
392
$265K 0.03%
2,890
-108
393
$265K 0.03%
9,479
-812
394
$262K 0.03%
8,302
-460
395
$254K 0.03%
4,287
-554
396
$253K 0.03%
3,642
-296
397
$253K 0.03%
14,549
-860
398
$252K 0.03%
2,854
-77
399
$251K 0.03%
4,143
-495
400
$250K 0.03%
5,082
-346
14 15
16
17 18