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
476
$95K 0.03%
1,975
-110
477
$93K 0.03%
936
-13
478
$89K 0.03%
1,845
-43
479
$88K 0.03%
1,601
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480
$84K 0.03%
3,860
-85
481
$82K 0.03%
2,790
-63
482
$81K 0.03%
1,612
-105
483
$80K 0.03%
1,677
-58
484
$79K 0.03%
1,455
-22
485
$77K 0.03%
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-13
486
$76K 0.03%
4,171
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487
$75K 0.03%
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-103
488
$75K 0.03%
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489
$75K 0.03%
2,525
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490
$74K 0.03%
1,657
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491
$72K 0.02%
1,377
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$71K 0.02%
1,656
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493
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2,627
-28
494
$70K 0.02%
576
495
$70K 0.02%
1,878
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496
$69K 0.02%
645
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497
$67K 0.02%
4,343
-24
498
$66K 0.02%
1,410
-55
499
$66K 0.02%
2,053
+160
500
$64K 0.02%
4,845
-184
18 19
20
21 22