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
$821M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$5.22M
3
+$5.22M
4
NWL icon
Newell Brands
NWL
+$5.17M
5
APTV icon
Aptiv
APTV
+$3.79M

Top Sells

1
+$6.65M
2
+$5.94M
3
+$4.72M
4
HAS icon
Hasbro
HAS
+$4.6M
5
DIS icon
Walt Disney
DIS
+$4.48M

Sector Composition

1 Technology 16.25%
2 Consumer Discretionary 14.27%
3 Financials 10.04%
4 Industrials 8.17%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$244K 0.03%
4,667
-38
427
$243K 0.03%
11,996
+382
428
$241K 0.03%
2,151
-65
429
$238K 0.03%
6,940
-443
430
$237K 0.03%
848
+24
431
$237K 0.03%
2,021
+100
432
$235K 0.03%
4,924
-158
433
$233K 0.03%
4,686
-334
434
$231K 0.03%
8,630
-747
435
$228K 0.03%
1,568
-118
436
$226K 0.03%
1,611
+79
437
$226K 0.03%
3,578
-64
438
$225K 0.03%
3,387
-212
439
$225K 0.03%
1,587
-15
440
$218K 0.03%
1,412
-95
441
$217K 0.03%
866
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442
$216K 0.03%
5,317
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443
$215K 0.03%
4,812
+93
444
$212K 0.03%
8,520
+4,853
445
$207K 0.03%
2,116
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446
$204K 0.02%
1,494
+124
447
$203K 0.02%
11,848
+253
448
$202K 0.02%
3,955
+313
449
$196K 0.02%
5,390
-2,912
450
$196K 0.02%
1,861
+170
16 17
18
19 20