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
$878M
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.1M
3
+$12.8M
4
HD icon
Home Depot
HD
+$8.7M
5
NKE icon
Nike
NKE
+$8.11M

Top Sells

1
+$8.17M
2
+$5.32M
3
+$5.09M
4
GRMN icon
Garmin
GRMN
+$1.95M
5
BALL icon
Ball Corp
BALL
+$1.63M

Sector Composition

1 Technology 16.43%
2 Consumer Discretionary 14.1%
3 Industrials 10.46%
4 Financials 9%
5 Utilities 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$193K 0.02%
10,433
+6,055
452
$193K 0.02%
11,770
+8,201
453
$192K 0.02%
6,032
+2,151
454
$188K 0.02%
1,432
+174
455
$188K 0.02%
2,164
+1,222
456
$186K 0.02%
2,159
+289
457
$186K 0.02%
3,121
+1,107
458
$183K 0.02%
2,437
-733
459
$183K 0.02%
11,946
+7,708
460
$180K 0.02%
1,989
-135
461
$178K 0.02%
2,404
+292
462
$177K 0.02%
2,038
+725
463
$177K 0.02%
4,493
+1,586
464
$176K 0.02%
3,657
+284
465
$176K 0.02%
4,910
-243
466
$172K 0.02%
13,366
-785
467
$172K 0.02%
4,816
+3,231
468
$170K 0.02%
3,885
-163
469
$168K 0.02%
2,878
-75
470
$166K 0.02%
3,931
+2,685
471
$163K 0.02%
5,109
+3,127
472
$162K 0.02%
1,262
-105
473
$161K 0.02%
3,246
-147
474
$159K 0.02%
798
-56
475
$152K 0.02%
1,917
+185
17 18
19
20 21