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
$296M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.07M
3
+$767K
4
AAPL icon
Apple
AAPL
+$427K
5
XOM icon
Exxon Mobil
XOM
+$338K

Top Sells

1
+$3.45M
2
+$812K
3
+$709K
4
AABA
Altaba Inc
AABA
+$564K
5
AMZN icon
Amazon
AMZN
+$289K

Sector Composition

1 Technology 16.03%
2 Financials 15.32%
3 Healthcare 14.6%
4 Communication Services 9.74%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$111K 0.04%
+1,867
452
$110K 0.04%
3,420
-237
453
$110K 0.04%
735
-4
454
$109K 0.04%
3,105
+448
455
$109K 0.04%
906
+62
456
$109K 0.04%
4,218
+240
457
$108K 0.04%
4,226
+122
458
$107K 0.04%
1,340
+71
459
$107K 0.04%
2,219
-70
460
$107K 0.04%
4,943
+914
461
$106K 0.04%
3,192
-52
462
$106K 0.04%
1,542
+126
463
$104K 0.04%
1,207
-41
464
$104K 0.04%
5,009
-90
465
$104K 0.04%
1,215
-27
466
$103K 0.03%
8,145
-210
467
$101K 0.03%
4,450
+266
468
$99K 0.03%
5,971
-86
469
$99K 0.03%
2,161
-120
470
$99K 0.03%
2,984
+239
471
$98K 0.03%
3,600
-137
472
$97K 0.03%
8,809
+196
473
$97K 0.03%
16,613
+2,996
474
$97K 0.03%
1,998
+149
475
$96K 0.03%
559
+47
17 18
19
20 21