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
$279M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$47.2M
2
+$32.1M
3
+$12M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.34M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.07M

Top Sells

1
+$22M
2
+$21.6M
3
+$21.1M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$20.9M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$2.59M

Sector Composition

1 Financials 3.25%
2 Technology 3.13%
3 Healthcare 2.85%
4 Communication Services 2.02%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$15K 0.01%
+513
477
$15K 0.01%
+930
478
$15K 0.01%
+610
479
$14K 0.01%
1,072
-41,503
480
$14K 0.01%
+195
481
$14K 0.01%
+316
482
$14K 0.01%
+379
483
$13K ﹤0.01%
+572
484
$13K ﹤0.01%
445
-29,038
485
$13K ﹤0.01%
1,068
-74,637
486
$13K ﹤0.01%
+156
487
$13K ﹤0.01%
299
-8,031
488
$12K ﹤0.01%
840
-44,524
489
$12K ﹤0.01%
10
-926
490
$12K ﹤0.01%
+410
491
$12K ﹤0.01%
+415
492
$11K ﹤0.01%
147
-9,682
493
$11K ﹤0.01%
+359
494
$11K ﹤0.01%
1,355
-39,291
495
$10K ﹤0.01%
514
-12,809
496
$10K ﹤0.01%
+231
497
$9K ﹤0.01%
+513
498
$8K ﹤0.01%
+188
499
$7K ﹤0.01%
+510
500
$7K ﹤0.01%
+215
17 18 19
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