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
$360M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.65M
3
+$3.47M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.45M
5
DUK icon
Duke Energy
DUK
+$2.92M

Top Sells

1
+$12.1M
2
+$8.59M
3
+$8.25M
4
HD icon
Home Depot
HD
+$8.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.81M

Sector Composition

1 Utilities 18.06%
2 Healthcare 11.94%
3 Technology 11.78%
4 Consumer Discretionary 10.67%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$93K 0.03%
1,187
-10,857
427
$93K 0.03%
2,741
-4,764
428
$93K 0.03%
936
-25,472
429
$93K 0.03%
972
-4,758
430
$91K 0.03%
772
-2,989
431
$90K 0.03%
2,385
-9,208
432
$89K 0.02%
1,101
-1,871
433
$89K 0.02%
3,299
-12,551
434
$89K 0.02%
3,285
-3,987
435
$89K 0.02%
4,759
-4,106
436
$88K 0.02%
2,367
-46,766
437
$87K 0.02%
2,940
-13,790
438
$87K 0.02%
2,921
-79,418
439
$87K 0.02%
2,062
-17,136
440
$87K 0.02%
3,401
-5,856
441
$86K 0.02%
1,797
-49,779
442
$85K 0.02%
391
-459
443
$85K 0.02%
2,907
-4,405
444
$84K 0.02%
5,752
-4,976
445
$84K 0.02%
1,043
-1,631
446
$83K 0.02%
805
-14,685
447
$82K 0.02%
1,061
-11,068
448
$81K 0.02%
1,583
-8,079
449
$80K 0.02%
856
-65,479
450
$79K 0.02%
4,238
-8,494
16 17
18
19 20