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
$279M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$47.2M
2
+$32.1M
3
+$12M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.34M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.07M

Top Sells

1
+$22M
2
+$21.6M
3
+$21.1M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$20.9M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$2.59M

Sector Composition

1 Financials 3.25%
2 Technology 3.13%
3 Healthcare 2.85%
4 Communication Services 2.02%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$25K 0.01%
+1,805
427
$25K 0.01%
220
-6,806
428
$25K 0.01%
+492
429
$24K 0.01%
+1,302
430
$24K 0.01%
+306
431
$24K 0.01%
+675
432
$24K 0.01%
+934
433
$24K 0.01%
356
-12,786
434
$24K 0.01%
566
-22,141
435
$24K 0.01%
+259
436
$24K 0.01%
+456
437
$23K 0.01%
+789
438
$23K 0.01%
+1,009
439
$23K 0.01%
+220
440
$23K 0.01%
+531
441
$23K 0.01%
629
-19,427
442
$23K 0.01%
377
-13,765
443
$22K 0.01%
+1,043
444
$22K 0.01%
+242
445
$22K 0.01%
+945
446
$21K 0.01%
+333
447
$21K 0.01%
+883
448
$21K 0.01%
+264
449
$20K 0.01%
+1,801
450
$20K 0.01%
+264
16 17
18
19 20