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
$262M
AUM Growth
+$98.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1 +$87.4M
2 +$21.6M
3 +$20.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$7.19M
5
WMB icon
Williams Companies
WMB
+$1.27M

Sector Composition

1 Financials 8.27%
2 Energy 6.99%
3 Technology 3.64%
4 Consumer Discretionary 2.09%
5 Healthcare 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$750K 0.29%
+14,548
27
$738K 0.28%
+14,367
28
$734K 0.28%
+13,184
29
$731K 0.28%
+8,957
30
$729K 0.28%
+33,056
31
$720K 0.28%
+15,257
32
$716K 0.27%
+13,367
33
$715K 0.27%
+72,433
34
$715K 0.27%
+9,115
35
$714K 0.27%
+16,444
36
$710K 0.27%
+17,942
37
$710K 0.27%
+8,405
38
$706K 0.27%
+22,780
39
$703K 0.27%
+44,918
40
$702K 0.27%
+10,430
41
$697K 0.27%
+30,134
42
$697K 0.27%
+17,170
43
$696K 0.27%
+5,184
44
$693K 0.26%
+9,724
45
$688K 0.26%
+14,529
46
$687K 0.26%
+33,567
47
$687K 0.26%
+44,108
48
$687K 0.26%
+7,048
49
$681K 0.26%
+15,663
50
$672K 0.26%
+18,810