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
$278M
AUM Growth
-$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.44M
3
+$3.97M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.63M
5
META icon
Meta Platforms (Facebook)
META
+$3.62M

Top Sells

1
+$101M
2
+$94.5M
3
+$6.25M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.09M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.98M

Sector Composition

1 Technology 15.44%
2 Financials 14.39%
3 Healthcare 14.2%
4 Industrials 9.83%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$81K 0.03%
1,400
+1,067
477
$79K 0.03%
2,745
+2,155
478
$78K 0.03%
13,617
+10,344
479
$77K 0.03%
1,667
+1,310
480
$76K 0.03%
2,085
+1,630
481
$75K 0.03%
1,477
+1,160
482
$74K 0.03%
2,657
+2,012
483
$71K 0.03%
4,104
+3,249
484
$70K 0.03%
1,465
+1,144
485
$70K 0.03%
2,779
+2,174
486
$69K 0.02%
+643
487
$69K 0.02%
576
488
$69K 0.02%
5,029
+3,957
489
$69K 0.02%
3,927
+3,061
490
$67K 0.02%
646
+489
491
$67K 0.02%
1,233
+935
492
$64K 0.02%
+1,948
493
$63K 0.02%
2,853
+2,243
494
$63K 0.02%
2,209
+1,668
495
$61K 0.02%
1,770
+1,391
496
$60K 0.02%
1,893
+1,483
497
$58K 0.02%
1,909
+1,484
498
$58K 0.02%
1,292
+993
499
$56K 0.02%
3,354
+2,514
500
$56K 0.02%
1,461
+1,145
18 19
20
21 22