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
$878M
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.1M
3
+$12.8M
4
HD icon
Home Depot
HD
+$8.7M
5
NKE icon
Nike
NKE
+$8.11M

Top Sells

1
+$8.17M
2
+$5.32M
3
+$5.09M
4
GRMN icon
Garmin
GRMN
+$1.95M
5
BALL icon
Ball Corp
BALL
+$1.63M

Sector Composition

1 Technology 16.43%
2 Consumer Discretionary 14.1%
3 Industrials 10.46%
4 Financials 9%
5 Utilities 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$226K 0.03%
3,437
-130
427
$223K 0.03%
8,032
+2,999
428
$222K 0.03%
9,247
+6,326
429
$222K 0.03%
6,139
-134
430
$220K 0.03%
1,889
+667
431
$220K 0.03%
2,193
-138
432
$217K 0.02%
1,047
+635
433
$217K 0.02%
+2,935
434
$215K 0.02%
7,681
+5,191
435
$213K 0.02%
1,797
+658
436
$211K 0.02%
3,635
-140
437
$211K 0.02%
+1,851
438
$209K 0.02%
11,311
+6,963
439
$209K 0.02%
+4,472
440
$208K 0.02%
+4,551
441
$207K 0.02%
+2,753
442
$207K 0.02%
4,555
-432
443
$207K 0.02%
1,598
+1,065
444
$206K 0.02%
1,475
+907
445
$204K 0.02%
13,935
+8,586
446
$203K 0.02%
4,532
+1,613
447
$200K 0.02%
+5,586
448
$200K 0.02%
1,806
-180
449
$195K 0.02%
2,564
+907
450
$193K 0.02%
10,793
+7,329
16 17
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