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
$806M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$5.22M
3
+$3.9M
4
CMCSA icon
Comcast
CMCSA
+$3.77M
5
PG icon
Procter & Gamble
PG
+$3.27M

Top Sells

1
+$6.32M
2
+$6.09M
3
+$4.72M
4
OMC icon
Omnicom Group
OMC
+$3.79M
5
CAT icon
Caterpillar
CAT
+$3.05M

Sector Composition

1 Technology 17.24%
2 Consumer Discretionary 13.1%
3 Financials 9.67%
4 Utilities 8.58%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$248K 0.03%
2,532
-64
402
$247K 0.03%
1,561
-210
403
$247K 0.03%
891
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404
$247K 0.03%
1,496
-77
405
$246K 0.03%
1,686
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406
$246K 0.03%
3,343
-191
407
$246K 0.03%
13,585
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408
$244K 0.03%
4,040
-378
409
$241K 0.03%
6,383
-369
410
$240K 0.03%
2,207
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411
$238K 0.03%
4,705
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412
$237K 0.03%
9,839
-557
413
$236K 0.03%
3,203
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414
$235K 0.03%
2,216
-82
415
$234K 0.03%
5,020
-556
416
$233K 0.03%
15,170
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417
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2,495
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418
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4,719
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419
$229K 0.03%
8,372
-1,379
420
$229K 0.03%
3,599
-487
421
$228K 0.03%
1,440
-66
422
$228K 0.03%
2,460
-14,820
423
$227K 0.03%
7,383
-927
424
$225K 0.03%
5,821
+473
425
$225K 0.03%
1,532
-209
15 16
17
18 19