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
$878M
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.1M
3
+$12.8M
4
HD icon
Home Depot
HD
+$8.7M
5
NKE icon
Nike
NKE
+$8.11M

Top Sells

1
+$8.17M
2
+$5.32M
3
+$5.09M
4
GRMN icon
Garmin
GRMN
+$1.95M
5
BALL icon
Ball Corp
BALL
+$1.63M

Sector Composition

1 Technology 16.43%
2 Consumer Discretionary 14.1%
3 Industrials 10.46%
4 Financials 9%
5 Utilities 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$277K 0.03%
6,141
+4,854
402
$277K 0.03%
2,268
+1,532
403
$275K 0.03%
1,981
+1,238
404
$273K 0.03%
1,508
-108
405
$270K 0.03%
3,387
+1,228
406
$269K 0.03%
9,467
+6,383
407
$266K 0.03%
2,319
+815
408
$266K 0.03%
5,852
+3,971
409
$260K 0.03%
5,368
+2,466
410
$260K 0.03%
3,724
-246
411
$257K 0.03%
1,815
+841
412
$257K 0.03%
1,696
+805
413
$256K 0.03%
9,017
+3,453
414
$256K 0.03%
898
+425
415
$254K 0.03%
894
+126
416
$253K 0.03%
1,834
+1,062
417
$253K 0.03%
1,903
+1,272
418
$240K 0.03%
4,455
+1,576
419
$240K 0.03%
2,849
-218
420
$239K 0.03%
7,075
+4,842
421
$235K 0.03%
1,862
+1,256
422
$234K 0.03%
1,536
-92
423
$231K 0.03%
7,898
-682
424
$230K 0.03%
4,023
+536
425
$228K 0.03%
3,185
+1,993
15 16
17
18 19