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
$1.05B
AUM Growth
+$787M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$15.8M
3
+$13.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$13.6M
5
MSFT icon
Microsoft
MSFT
+$11M

Top Sells

1
+$304K
2
+$263K
3
+$257K
4
PEP icon
PepsiCo
PEP
+$246K
5
PM icon
Philip Morris
PM
+$233K

Sector Composition

1 Financials 16.05%
2 Consumer Discretionary 14.66%
3 Technology 14.09%
4 Industrials 12.36%
5 Healthcare 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$158K 0.02%
+4,119
477
$156K 0.01%
3,117
-328
478
$155K 0.01%
3,176
+1,346
479
$152K 0.01%
1,223
-149
480
$151K 0.01%
3,838
-528
481
$150K 0.01%
1,989
-223
482
$149K 0.01%
1,503
-218
483
$148K 0.01%
7,964
-1,047
484
$147K 0.01%
3,559
+1,357
485
$137K 0.01%
2,572
-388
486
$137K 0.01%
6,706
-809
487
$136K 0.01%
3,010
-421
488
$134K 0.01%
2,668
-481
489
$133K 0.01%
10,127
+5,500
490
$131K 0.01%
1,431
+672
491
$129K 0.01%
927
+432
492
$129K 0.01%
3,362
+1,864
493
$126K 0.01%
4,602
-640
494
$124K 0.01%
1,845
-257
495
$119K 0.01%
6,099
+3,439
496
$117K 0.01%
5,022
-689
497
$111K 0.01%
1,213
-171
498
$110K 0.01%
4,513
+2,070
499
$102K 0.01%
2,860
-398
500
$99K 0.01%
2,874
-529
18 19
20
21 22