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
$848M
AUM Growth
-$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.86M
3
+$5.83M
4
OMC icon
Omnicom Group
OMC
+$3.59M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.85M

Top Sells

1
+$7.65M
2
+$5.25M
3
+$4.64M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.81M
5
META icon
Meta Platforms (Facebook)
META
+$3.42M

Sector Composition

1 Technology 16.25%
2 Consumer Discretionary 13.18%
3 Financials 11.52%
4 Industrials 8.81%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$232K 0.03%
1,703
-112
427
$230K 0.03%
12,939
-18,713
428
$229K 0.03%
11,557
-2,378
429
$227K 0.03%
1,760
-74
430
$227K 0.03%
2,914
-21
431
$226K 0.03%
6,206
+3,903
432
$222K 0.03%
4,418
-37
433
$222K 0.03%
1,445
-91
434
$220K 0.03%
8,310
+278
435
$220K 0.03%
1,848
-3
436
$219K 0.03%
2,298
+1,437
437
$219K 0.03%
6,901
-1,793
438
$219K 0.03%
841
-57
439
$218K 0.03%
+3,720
440
$217K 0.03%
1,888
-1
441
$215K 0.03%
1,592
-205
442
$215K 0.03%
1,460
-402
443
$215K 0.03%
8,608
-68,320
444
$214K 0.03%
1,506
-397
445
$212K 0.03%
+3,644
446
$209K 0.02%
5,684
-455
447
$209K 0.02%
3,512
-123
448
$208K 0.02%
5,896
-8,511
449
$207K 0.02%
919
-128
450
$207K 0.02%
2,118
-2,979
16 17
18
19 20