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
$260M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$2.46M
3
+$437K
4
DIS icon
Walt Disney
DIS
+$321K
5
WFC icon
Wells Fargo
WFC
+$314K

Top Sells

1
+$10.9M
2
+$10.4M
3
+$4.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.28M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 15.08%
2 Technology 14.35%
3 Healthcare 12.94%
4 Communication Services 11.94%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$118K 0.05%
4,333
-595
402
$117K 0.05%
880
-127
403
$117K 0.05%
2,305
+86
404
$116K 0.04%
2,419
-12
405
$116K 0.04%
1,359
-190
406
$115K 0.04%
4,871
+421
407
$115K 0.04%
6,039
-546
408
$113K 0.04%
1,845
-22
409
$113K 0.04%
861
-45
410
$110K 0.04%
4,305
-638
411
$109K 0.04%
2,213
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412
$109K 0.04%
1,277
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413
$108K 0.04%
3,350
+158
414
$106K 0.04%
5,240
+231
415
$102K 0.04%
4,052
+192
416
$102K 0.04%
3,968
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417
$102K 0.04%
3,599
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418
$101K 0.04%
4,847
+231
419
$100K 0.04%
17,250
-900
420
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1,830
-15
421
$100K 0.04%
1,369
-173
422
$100K 0.04%
2,926
+136
423
$98K 0.04%
983
+47
424
$95K 0.04%
1,195
-12
425
$94K 0.04%
5,184
-766
15 16
17
18 19