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
$821M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$5.22M
3
+$5.22M
4
NWL icon
Newell Brands
NWL
+$5.17M
5
APTV icon
Aptiv
APTV
+$3.79M

Top Sells

1
+$6.65M
2
+$5.94M
3
+$4.72M
4
HAS icon
Hasbro
HAS
+$4.6M
5
DIS icon
Walt Disney
DIS
+$4.48M

Sector Composition

1 Technology 16.25%
2 Consumer Discretionary 14.27%
3 Financials 10.04%
4 Industrials 8.17%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$195K 0.02%
1,342
+46
452
$193K 0.02%
14,198
+8,038
453
$192K 0.02%
1,495
-71
454
$189K 0.02%
6,996
+491
455
$188K 0.02%
12,440
+325
456
$188K 0.02%
2,414
+115
457
$187K 0.02%
2,328
+84
458
$187K 0.02%
9,014
-193
459
$183K 0.02%
2,099
+81
460
$183K 0.02%
3,803
+88
461
$182K 0.02%
12,888
-6,841
462
$181K 0.02%
6,982
+3,841
463
$179K 0.02%
3,970
-214
464
$179K 0.02%
2,086
-134
465
$177K 0.02%
2,268
+93
466
$176K 0.02%
3,489
+93
467
$175K 0.02%
2,594
-20,922
468
$173K 0.02%
457
+25
469
$172K 0.02%
7,942
-326
470
$172K 0.02%
6,851
+3,861
471
$172K 0.02%
5,256
-2,828
472
$171K 0.02%
3,112
+132
473
$170K 0.02%
6,660
+3,786
474
$170K 0.02%
1,589
+71
475
$169K 0.02%
1,621
-114
17 18
19
20 21