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
401
$141K 0.05%
1,843
+111
402
$141K 0.05%
3,909
-30
403
$141K 0.05%
3,708
+630
404
$140K 0.05%
1,755
+292
405
$139K 0.05%
1,426
-26
406
$139K 0.05%
7,285
-67
407
$139K 0.05%
2,930
-140
408
$139K 0.05%
1,253
+125
409
$138K 0.05%
4,158
+229
410
$137K 0.05%
2,284
-33
411
$137K 0.05%
1,206
+123
412
$136K 0.05%
2,217
+141
413
$136K 0.05%
1,786
-17
414
$136K 0.05%
2,706
-53
415
$134K 0.05%
10,506
+53
416
$133K 0.05%
698
+44
417
$133K 0.05%
3,411
+534
418
$133K 0.05%
2,367
+154
419
$131K 0.04%
2,282
-50
420
$131K 0.04%
3,157
+201
421
$131K 0.04%
1,549
+92
422
$131K 0.04%
1,234
+88
423
$130K 0.04%
2,873
-51
424
$130K 0.04%
2,181
+169
425
$129K 0.04%
1,288
+96
15 16
17
18 19