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
$296M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.07M
3
+$767K
4
AAPL icon
Apple
AAPL
+$427K
5
XOM icon
Exxon Mobil
XOM
+$338K

Top Sells

1
+$3.45M
2
+$812K
3
+$709K
4
AABA
Altaba Inc
AABA
+$564K
5
AMZN icon
Amazon
AMZN
+$289K

Sector Composition

1 Technology 16.03%
2 Financials 15.32%
3 Healthcare 14.6%
4 Communication Services 9.74%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 0.81%
+83,204
27
$2.29M 0.77%
68,135
+3,094
28
$2.26M 0.76%
58,674
-3,675
29
$2.13M 0.72%
47,425
-2,884
30
$2.13M 0.72%
19,170
-1,125
31
$1.96M 0.66%
14,046
+7,628
32
$1.96M 0.66%
17,592
-161
33
$1.96M 0.66%
40,525
+1,870
34
$1.94M 0.65%
21,778
+1,255
35
$1.88M 0.64%
10,083
+557
36
$1.8M 0.61%
12,742
+464
37
$1.77M 0.6%
17,957
-885
38
$1.75M 0.59%
6,902
-476
39
$1.68M 0.57%
12,140
+650
40
$1.57M 0.53%
10,026
-595
41
$1.55M 0.53%
10,658
+469
42
$1.55M 0.52%
8,822
-437
43
$1.52M 0.51%
23,959
-1,217
44
$1.45M 0.49%
18,676
+1,030
45
$1.45M 0.49%
17,866
+851
46
$1.44M 0.49%
22,544
+1,192
47
$1.43M 0.48%
54,789
-3,810
48
$1.41M 0.48%
314,680
+3,240
49
$1.33M 0.45%
9,818
-509
50
$1.32M 0.45%
54,370
+1,510
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