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
26
$5.68M 0.69%
64,752
+59,489
27
$5.62M 0.68%
91,610
-13,790
28
$5.6M 0.68%
86,594
+6,875
29
$5.46M 0.66%
91,174
-10,538
30
$5.45M 0.66%
55,824
-8,953
31
$5.44M 0.66%
26,330
-1,911
32
$5.43M 0.66%
36,820
+35,380
33
$5.43M 0.66%
98,095
-5,661
34
$5.42M 0.66%
18,151
-1,476
35
$5.42M 0.66%
60,764
-2,689
36
$5.41M 0.66%
73,682
-6,561
37
$5.4M 0.66%
87,963
+28,522
38
$5.36M 0.65%
23,657
+1,325
39
$5.34M 0.65%
277,702
+268,954
40
$5.28M 0.64%
19,082
-1,050
41
$5.16M 0.63%
130,245
-6,972
42
$4.95M 0.6%
81,096
-1,498
43
$4.86M 0.59%
35,582
-2,157
44
$4.72M 0.58%
134,101
-7,480
45
$4.7M 0.57%
67,332
+33,351
46
$4.54M 0.55%
31,107
+1,043
47
$4.42M 0.54%
29,880
-5,239
48
$4.34M 0.53%
45,699
+39,859
49
$4.3M 0.52%
48,923
+2,988
50
$4.27M 0.52%
23,642
-1,245
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