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
$821M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$5.22M
3
+$5.22M
4
NWL icon
Newell Brands
NWL
+$5.17M
5
APTV icon
Aptiv
APTV
+$3.79M

Top Sells

1
+$6.65M
2
+$5.94M
3
+$4.72M
4
HAS icon
Hasbro
HAS
+$4.6M
5
DIS icon
Walt Disney
DIS
+$4.48M

Sector Composition

1 Technology 16.25%
2 Consumer Discretionary 14.27%
3 Financials 10.04%
4 Industrials 8.17%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$284K 0.03%
2,623
+91
402
$283K 0.03%
4,548
-755
403
$282K 0.03%
11,053
-1,382
404
$281K 0.03%
19,201
-332
405
$281K 0.03%
2,414
-299
406
$278K 0.03%
14,870
+1,285
407
$276K 0.03%
7,726
+669
408
$276K 0.03%
6,008
-375
409
$273K 0.03%
4,580
-744
410
$272K 0.03%
2,557
+62
411
$271K 0.03%
1,596
+35
412
$268K 0.03%
8,718
+346
413
$267K 0.03%
2,880
+1,685
414
$265K 0.03%
4,364
+221
415
$262K 0.03%
1,015
+48
416
$260K 0.03%
+8,453
417
$259K 0.03%
1,555
+23
418
$257K 0.03%
2,922
+68
419
$252K 0.03%
10,691
+241
420
$252K 0.03%
14,255
-294
421
$251K 0.03%
5,851
-159
422
$250K 0.03%
1,910
-63
423
$250K 0.03%
+3,492
424
$246K 0.03%
3,794
-246
425
$245K 0.03%
3,092
-111
15 16
17
18 19