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
$1.05B
AUM Growth
+$787M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$15.8M
3
+$13.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$13.6M
5
MSFT icon
Microsoft
MSFT
+$11M

Top Sells

1
+$304K
2
+$263K
3
+$257K
4
PEP icon
PepsiCo
PEP
+$246K
5
PM icon
Philip Morris
PM
+$233K

Sector Composition

1 Financials 16.05%
2 Consumer Discretionary 14.66%
3 Technology 14.09%
4 Industrials 12.36%
5 Healthcare 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$261K 0.02%
9,459
427
$258K 0.02%
9,302
+4,052
428
$258K 0.02%
3,308
-469
429
$256K 0.02%
2,163
+1,180
430
$256K 0.02%
19,510
+15,418
431
$253K 0.02%
9,775
+4,380
432
$252K 0.02%
8,810
-1,366
433
$247K 0.02%
3,906
+1,659
434
$246K 0.02%
5,416
-769
435
$243K 0.02%
3,937
-533
436
$241K 0.02%
10,030
+4,358
437
$241K 0.02%
5,483
-770
438
$234K 0.02%
3,191
-370
439
$234K 0.02%
7,352
+3,175
440
$232K 0.02%
18,380
+9,910
441
$231K 0.02%
+2,677
442
$226K 0.02%
9,444
-1,606
443
$221K 0.02%
3,475
-558
444
$217K 0.02%
3,786
+2,046
445
$216K 0.02%
+1,274
446
$216K 0.02%
3,971
-520
447
$213K 0.02%
1,808
+558
448
$211K 0.02%
4,932
+2,627
449
$211K 0.02%
3,365
-477
450
$206K 0.02%
7,299
-1,157
16 17
18
19 20