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
$296M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.07M
3
+$767K
4
AAPL icon
Apple
AAPL
+$427K
5
XOM icon
Exxon Mobil
XOM
+$338K

Top Sells

1
+$3.45M
2
+$812K
3
+$709K
4
AABA
Altaba Inc
AABA
+$564K
5
AMZN icon
Amazon
AMZN
+$289K

Sector Composition

1 Technology 16.03%
2 Financials 15.32%
3 Healthcare 14.6%
4 Communication Services 9.74%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$127K 0.04%
3,779
-45
427
$127K 0.04%
3,214
+160
428
$126K 0.04%
1,780
+97
429
$126K 0.04%
2,038
+350
430
$126K 0.04%
6,585
+405
431
$125K 0.04%
1,007
+172
432
$125K 0.04%
989
-23
433
$125K 0.04%
1,359
-39
434
$124K 0.04%
1,577
-16
435
$124K 0.04%
4,466
-104
436
$122K 0.04%
1,236
+197
437
$122K 0.04%
3,505
-170
438
$122K 0.04%
1,134
+79
439
$122K 0.04%
681
-21
440
$121K 0.04%
1,088
-28
441
$120K 0.04%
1,567
-4
442
$118K 0.04%
2,415
+169
443
$118K 0.04%
2,505
+234
444
$117K 0.04%
2,735
+470
445
$116K 0.04%
+506
446
$116K 0.04%
5,950
+1,051
447
$115K 0.04%
4,507
+326
448
$114K 0.04%
2,431
-177
449
$114K 0.04%
4,616
-198
450
$112K 0.04%
18,150
-150
16 17
18
19 20