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
$806M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$5.22M
3
+$3.9M
4
CMCSA icon
Comcast
CMCSA
+$3.77M
5
PG icon
Procter & Gamble
PG
+$3.27M

Top Sells

1
+$6.32M
2
+$6.09M
3
+$4.72M
4
OMC icon
Omnicom Group
OMC
+$3.79M
5
CAT icon
Caterpillar
CAT
+$3.05M

Sector Composition

1 Technology 17.24%
2 Consumer Discretionary 13.1%
3 Financials 9.67%
4 Utilities 8.58%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$170K 0.02%
1,370
-90
452
$170K 0.02%
2,980
-8,966
453
$169K 0.02%
8,268
-340
454
$169K 0.02%
6,505
-396
455
$167K 0.02%
2,244
-22,948
456
$167K 0.02%
1,326
-119
457
$165K 0.02%
2,869
-228
458
$165K 0.02%
2,299
-6,463
459
$164K 0.02%
8,748
-531
460
$162K 0.02%
1,518
-42
461
$162K 0.02%
2,175
-79
462
$161K 0.02%
2,220
-228
463
$160K 0.02%
3,396
-57
464
$155K 0.02%
3,715
-172
465
$151K 0.02%
3,648
-127
466
$150K 0.02%
2,018
-50
467
$149K 0.02%
824
-8,436
468
$149K 0.02%
1,691
-116
469
$148K 0.02%
1,875
-181
470
$147K 0.02%
1,739
-58
471
$146K 0.02%
1,267
-172
472
$144K 0.02%
1,754
-49
473
$142K 0.02%
801
-40
474
$141K 0.02%
1,861
+8
475
$141K 0.02%
+432
17 18
19
20 21