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
$278M
AUM Growth
-$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.44M
3
+$3.97M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.63M
5
META icon
Meta Platforms (Facebook)
META
+$3.62M

Top Sells

1
+$101M
2
+$94.5M
3
+$6.25M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.09M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.98M

Sector Composition

1 Technology 15.44%
2 Financials 14.39%
3 Healthcare 14.2%
4 Industrials 9.83%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$117K 0.04%
739
+579
427
$116K 0.04%
1,012
+792
428
$115K 0.04%
1,818
+1,441
429
$114K 0.04%
3,675
+2,886
430
$114K 0.04%
6,057
+4,755
431
$114K 0.04%
1,463
+1,117
432
$113K 0.04%
3,244
+2,526
433
$113K 0.04%
9,560
+7,205
434
$112K 0.04%
2,246
+1,760
435
$111K 0.04%
949
+744
436
$111K 0.04%
4,814
+3,771
437
$109K 0.04%
2,924
+2,295
438
$108K 0.04%
654
+503
439
$107K 0.04%
844
+663
440
$107K 0.04%
1,683
+1,327
441
$107K 0.04%
+1,146
442
$106K 0.04%
835
+637
443
$106K 0.04%
4,181
+3,298
444
$106K 0.04%
+1,688
445
$104K 0.04%
512
+389
446
$102K 0.04%
1,116
+874
447
$102K 0.04%
1,083
+818
448
$101K 0.04%
1,248
+984
449
$101K 0.04%
2,265
+1,734
450
$100K 0.04%
2,271
+1,705
16 17
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