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
$360M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.65M
3
+$3.47M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.45M
5
DUK icon
Duke Energy
DUK
+$2.92M

Top Sells

1
+$12.1M
2
+$8.59M
3
+$8.25M
4
HD icon
Home Depot
HD
+$8.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.81M

Sector Composition

1 Utilities 18.06%
2 Healthcare 11.94%
3 Technology 11.78%
4 Consumer Discretionary 10.67%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$67K 0.02%
631
-1,155
477
$66K 0.02%
3,949
-17,591
478
$65K 0.02%
2,490
-59,694
479
$64K 0.02%
4,378
-22,403
480
$62K 0.02%
2,113
-2,456
481
$62K 0.02%
125
-424
482
$60K 0.02%
1,395
-2,887
483
$60K 0.02%
1,121
-2,024
484
$59K 0.02%
1,549
-10,545
485
$58K 0.02%
940
-811
486
$58K 0.02%
1,329
-124,460
487
$56K 0.02%
2,703
-5,222
488
$55K 0.02%
533
-924
489
$54K 0.02%
1,585
-2,825
490
$54K 0.02%
2,177
-3,812
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$53K 0.01%
977
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492
$53K 0.01%
2,053
-3,650
493
$52K 0.01%
1,599
-3,545
494
$52K 0.01%
1,349
-7,024
495
$52K 0.01%
+2,145
496
$52K 0.01%
3,569
-12,059
497
$51K 0.01%
521
-1,785
498
$51K 0.01%
1,072
-934
499
$51K 0.01%
1,092
-30,479
500
$50K 0.01%
3,196
-10,179
18 19
20
21 22