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
$878M
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.1M
3
+$12.8M
4
HD icon
Home Depot
HD
+$8.7M
5
NKE icon
Nike
NKE
+$8.11M

Top Sells

1
+$8.17M
2
+$5.32M
3
+$5.09M
4
GRMN icon
Garmin
GRMN
+$1.95M
5
BALL icon
Ball Corp
BALL
+$1.63M

Sector Composition

1 Technology 16.43%
2 Consumer Discretionary 14.1%
3 Industrials 10.46%
4 Financials 9%
5 Utilities 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$149K 0.02%
1,660
+186
477
$147K 0.02%
1,376
-44
478
$146K 0.02%
2,766
+969
479
$146K 0.02%
3,286
+2,194
480
$142K 0.02%
1,198
-41
481
$141K 0.02%
1,386
-105
482
$135K 0.02%
2,243
-199
483
$135K 0.02%
2,722
+355
484
$134K 0.02%
10,330
+6,998
485
$133K 0.02%
2,144
+754
486
$132K 0.02%
1,302
+446
487
$129K 0.01%
1,417
+507
488
$129K 0.01%
4,636
-300
489
$126K 0.01%
7,519
-865
490
$125K 0.01%
3,949
-653
491
$125K 0.01%
5,282
+1,886
492
$122K 0.01%
3,191
+1,146
493
$121K 0.01%
7,165
+3,969
494
$120K 0.01%
2,504
-151
495
$120K 0.01%
2,386
-97
496
$119K 0.01%
5,617
+3,880
497
$118K 0.01%
3,417
-326
498
$114K 0.01%
2,130
+735
499
$114K 0.01%
1,942
-140
500
$114K 0.01%
2,621
+1,491
18 19
20
21 22