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
$1.02B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.37M
3
+$8.04M
4
RHI icon
Robert Half
RHI
+$7.98M
5
AMZN icon
Amazon
AMZN
+$5.95M

Top Sells

1
+$5.85M
2
+$5.81M
3
+$5.61M
4
MHK icon
Mohawk Industries
MHK
+$5.47M
5
WMT icon
Walmart
WMT
+$4.97M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 14.33%
3 Financials 11.8%
4 Healthcare 9.94%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$247K 0.02%
8,271
-702
427
$246K 0.02%
3,154
-154
428
$246K 0.02%
10,495
-896
429
$242K 0.02%
8,460
-350
430
$240K 0.02%
13,918
-27,016
431
$236K 0.02%
9,257
+3,158
432
$235K 0.02%
5,152
-264
433
$233K 0.02%
8,204
-1,240
434
$226K 0.02%
1,700
-108
435
$224K 0.02%
11,009
-5,539
436
$223K 0.02%
+1,829
437
$223K 0.02%
5,232
-251
438
$223K 0.02%
12,344
-5,916
439
$222K 0.02%
4,492
-60,532
440
$220K 0.02%
1,016
-543
441
$217K 0.02%
5,427
-1,406
442
$217K 0.02%
9,832
-823
443
$217K 0.02%
1,303
-1,955
444
$217K 0.02%
3,890
-356
445
$209K 0.02%
3,305
-170
446
$209K 0.02%
6,224
-8,270
447
$208K 0.02%
3,027
-164
448
$207K 0.02%
5,500
-10,808
449
$207K 0.02%
3,206
-159
450
$202K 0.02%
7,059
-240
16 17
18
19 20