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
26
$6.31M 0.72%
117,463
+73,479
27
$6.17M 0.7%
106,721
-28,105
28
$6.11M 0.7%
255,408
+253,461
29
$6.11M 0.69%
93,689
+92,517
30
$6.02M 0.69%
16,891
+12,632
31
$5.95M 0.68%
82,707
+76,093
32
$5.89M 0.67%
35,570
+33,116
33
$5.68M 0.65%
121,322
+81,221
34
$5.55M 0.63%
68,798
+65,476
35
$5.55M 0.63%
170,682
+125,151
36
$5.47M 0.62%
23,237
+14,452
37
$5.42M 0.62%
44,268
+28,919
38
$5.33M 0.61%
69,463
+19,547
39
$5.31M 0.6%
99,805
+87,794
40
$5.1M 0.58%
28,989
+23,743
41
$5.04M 0.57%
49,824
+17,787
42
$5.02M 0.57%
55,764
+1,971
43
$4.99M 0.57%
13,088
+7,930
44
$4.98M 0.57%
38,227
+1,233
45
$4.86M 0.55%
29,054
+21,904
46
$4.71M 0.54%
34,731
+29,150
47
$4.63M 0.53%
53,092
+51,345
48
$4.61M 0.53%
62,066
+20,098
49
$4.42M 0.5%
42,511
+38,771
50
$4.37M 0.5%
39,875
+32,131
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