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
$360M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.65M
3
+$3.47M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.45M
5
DUK icon
Duke Energy
DUK
+$2.92M

Top Sells

1
+$12.1M
2
+$8.59M
3
+$8.25M
4
HD icon
Home Depot
HD
+$8.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.81M

Sector Composition

1 Utilities 18.06%
2 Healthcare 11.94%
3 Technology 11.78%
4 Consumer Discretionary 10.67%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$79K 0.02%
542
-3,333
452
$79K 0.02%
3,396
-7,164
453
$78K 0.02%
412
-1,297
454
$78K 0.02%
3,793
-6,302
455
$78K 0.02%
3,396
-5,541
456
$77K 0.02%
1,881
-7,028
457
$74K 0.02%
822
-3,942
458
$74K 0.02%
991
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459
$74K 0.02%
892
-4,552
460
$74K 0.02%
4,348
-8,326
461
$73K 0.02%
910
-2,093
462
$73K 0.02%
3,084
-5,037
463
$72K 0.02%
12,289
-64,956
464
$72K 0.02%
1,192
-2,196
465
$72K 0.02%
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$71K 0.02%
606
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1,355
-8,041
469
$69K 0.02%
5,349
-17,253
470
$68K 0.02%
568
-431
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$68K 0.02%
2,233
-55,501
472
$68K 0.02%
736
-1,284
473
$67K 0.02%
2,045
-9,212
474
$67K 0.02%
1,390
-3,066
475
$67K 0.02%
1,172
-101,229
17 18
19
20 21