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
$1.02B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.37M
3
+$8.04M
4
RHI icon
Robert Half
RHI
+$7.98M
5
AMZN icon
Amazon
AMZN
+$5.95M

Top Sells

1
+$5.85M
2
+$5.81M
3
+$5.61M
4
MHK icon
Mohawk Industries
MHK
+$5.47M
5
WMT icon
Walmart
WMT
+$4.97M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 14.33%
3 Financials 11.8%
4 Healthcare 9.94%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$314K 0.03%
2,100
-174
402
$310K 0.03%
2,914
+33
403
$302K 0.03%
5,210
-174
404
$302K 0.03%
8,477
-807
405
$294K 0.03%
7,280
-1,107
406
$290K 0.03%
9,627
-674
407
$288K 0.03%
1,690
-2,737
408
$288K 0.03%
1,045
-1,203
409
$284K 0.03%
3,082
-249
410
$281K 0.03%
13,839
-1,427
411
$281K 0.03%
4,043
-232
412
$280K 0.03%
5,506
-7,099
413
$280K 0.03%
3,494
-518
414
$280K 0.03%
2,564
-67
415
$279K 0.03%
+8,517
416
$278K 0.03%
5,128
-279
417
$276K 0.03%
4,148
-310
418
$273K 0.03%
2,012
-151
419
$272K 0.03%
1,863
-244
420
$270K 0.03%
8,460
-596
421
$267K 0.03%
+3,517
422
$261K 0.03%
+5,701
423
$261K 0.03%
17,070
-1,310
424
$255K 0.02%
5,772
-310
425
$253K 0.02%
15,100
+9,679
15 16
17
18 19