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
$1.02B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.37M
3
+$8.04M
4
RHI icon
Robert Half
RHI
+$7.98M
5
AMZN icon
Amazon
AMZN
+$5.95M

Top Sells

1
+$5.85M
2
+$5.81M
3
+$5.61M
4
MHK icon
Mohawk Industries
MHK
+$5.47M
5
WMT icon
Walmart
WMT
+$4.97M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 14.33%
3 Financials 11.8%
4 Healthcare 9.94%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$193K 0.02%
5,958
-440
452
$192K 0.02%
4,560
-372
453
$191K 0.02%
2,163
-92
454
$191K 0.02%
3,696
-4,290
455
$190K 0.02%
1,514
-114
456
$189K 0.02%
3,219
-160
457
$186K 0.02%
3,629
-5,855
458
$178K 0.02%
1,313
-64
459
$176K 0.02%
2,685
-162
460
$175K 0.02%
+427
461
$174K 0.02%
3,310
-316
462
$174K 0.02%
1,349
-2,709
463
$172K 0.02%
2,469
-3,068
464
$170K 0.02%
2,356
+13
465
$170K 0.02%
1,576
-1,842
466
$164K 0.02%
12,597
-6,316
467
$163K 0.02%
4,293
-5,065
468
$163K 0.02%
12,525
-6,985
469
$162K 0.02%
4,519
-239
470
$162K 0.02%
10,467
-758
471
$161K 0.02%
3,606
-53,227
472
$155K 0.02%
+1,818
473
$155K 0.02%
+2,756
474
$154K 0.02%
9,375
-752
475
$153K 0.02%
1,221
-1,909
17 18
19
20 21