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
$278M
AUM Growth
-$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.44M
3
+$3.97M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.63M
5
META icon
Meta Platforms (Facebook)
META
+$3.62M

Top Sells

1
+$101M
2
+$94.5M
3
+$6.25M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.09M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.98M

Sector Composition

1 Technology 15.44%
2 Financials 14.39%
3 Healthcare 14.2%
4 Industrials 9.83%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$99K 0.04%
2,877
+2,202
452
$98K 0.04%
4,184
+3,175
453
$97K 0.03%
1,269
+963
454
$97K 0.03%
1,540
+1,214
455
$96K 0.03%
8,613
+6,812
456
$96K 0.03%
+1,055
457
$96K 0.03%
1,416
+1,115
458
$95K 0.03%
3,978
+3,033
459
$94K 0.03%
4,367
+3,433
460
$92K 0.03%
1,039
+794
461
$92K 0.03%
3,945
+3,107
462
$92K 0.03%
4,029
+3,060
463
$92K 0.03%
3,737
+2,904
464
$91K 0.03%
1,735
+1,365
465
$91K 0.03%
8,355
+6,550
466
$90K 0.03%
4,899
+3,726
467
$88K 0.03%
2,281
+1,787
468
$86K 0.03%
1,875
+1,491
469
$85K 0.03%
1,888
+1,485
470
$85K 0.03%
1,242
+978
471
$84K 0.03%
1,695
+1,318
472
$83K 0.03%
1,094
+864
473
$83K 0.03%
8,227
+6,438
474
$82K 0.03%
2,655
+2,083
475
$82K 0.03%
1,717
+1,362
17 18
19
20 21