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
$260M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$2.46M
3
+$437K
4
DIS icon
Walt Disney
DIS
+$321K
5
WFC icon
Wells Fargo
WFC
+$314K

Top Sells

1
+$10.9M
2
+$10.4M
3
+$4.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.28M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 15.08%
2 Technology 14.35%
3 Healthcare 12.94%
4 Communication Services 11.94%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$91K 0.04%
1,523
+68
427
$90K 0.03%
1,740
-32
428
$89K 0.03%
8,172
-637
429
$89K 0.03%
1,911
-9
430
$88K 0.03%
4,701
+530
431
$87K 0.03%
495
-64
432
$87K 0.03%
1,569
-43
433
$87K 0.03%
2,969
-15
434
$86K 0.03%
1,331
-46
435
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1,308
-293
436
$85K 0.03%
1,777
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437
$84K 0.03%
14,353
-2,260
438
$83K 0.03%
5,128
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439
$78K 0.03%
+1,324
440
$78K 0.03%
1,656
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441
$77K 0.03%
759
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442
$77K 0.03%
746
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443
$77K 0.03%
2,443
-82
444
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1,068
-13
445
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1,524
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446
$71K 0.03%
4,627
+284
447
$70K 0.03%
576
448
$69K 0.03%
1,634
-22
449
$69K 0.03%
1,740
-258
450
$68K 0.03%
645
16 17
18
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