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
$821M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$5.22M
3
+$5.22M
4
NWL icon
Newell Brands
NWL
+$5.17M
5
APTV icon
Aptiv
APTV
+$3.79M

Top Sells

1
+$6.65M
2
+$5.94M
3
+$4.72M
4
HAS icon
Hasbro
HAS
+$4.6M
5
DIS icon
Walt Disney
DIS
+$4.48M

Sector Composition

1 Technology 16.25%
2 Consumer Discretionary 14.27%
3 Financials 10.04%
4 Industrials 8.17%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$336K 0.04%
2,419
+212
377
$335K 0.04%
1,977
-139
378
$334K 0.04%
10,466
-229
379
$331K 0.04%
11,411
-879
380
$326K 0.04%
2,180
+93
381
$325K 0.04%
3,352
-211
382
$322K 0.04%
2,257
+1,176
383
$314K 0.04%
5,373
-10,094
384
$314K 0.04%
1,548
+52
385
$313K 0.04%
3,574
+2,005
386
$313K 0.04%
2,127
-58
387
$308K 0.04%
4,616
+2,636
388
$303K 0.04%
806
-5
389
$302K 0.04%
3,031
+141
390
$302K 0.04%
2,159
-22
391
$301K 0.04%
2,177
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392
$300K 0.04%
3,532
-216
393
$297K 0.04%
12,877
-6,940
394
$296K 0.04%
2,970
-79
395
$295K 0.04%
11,966
-606
396
$293K 0.04%
13,710
-1,460
397
$292K 0.04%
11,398
+7,211
398
$288K 0.04%
2,331
-190
399
$287K 0.04%
15,464
-566
400
$284K 0.03%
8,836
-643
14 15
16
17 18