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
$848M
AUM Growth
-$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.86M
3
+$5.83M
4
OMC icon
Omnicom Group
OMC
+$3.59M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.85M

Top Sells

1
+$7.65M
2
+$5.25M
3
+$4.64M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.81M
5
META icon
Meta Platforms (Facebook)
META
+$3.42M

Sector Composition

1 Technology 16.25%
2 Consumer Discretionary 13.18%
3 Financials 11.52%
4 Industrials 8.81%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$159K 0.02%
7,403
-1,844
477
$155K 0.02%
2,448
+11
478
$154K 0.02%
1,803
-114
479
$153K 0.02%
3,887
-606
480
$152K 0.02%
2,744
-22
481
$152K 0.02%
1,797
-241
482
$151K 0.02%
674
-960
483
$149K 0.02%
1,336
-139
484
$149K 0.02%
1,439
+424
485
$149K 0.02%
8,640
-2,153
486
$148K 0.02%
1,347
-29
487
$147K 0.02%
2,023
-2,961
488
$145K 0.02%
1,327
-59
489
$144K 0.02%
1,267
-331
490
$143K 0.02%
4,461
+1,329
491
$143K 0.02%
9,279
-2,667
492
$141K 0.02%
3,156
+848
493
$140K 0.02%
2,195
-48
494
$138K 0.02%
1,244
-173
495
$137K 0.02%
2,439
+687
496
$136K 0.02%
3,802
-1,014
497
$132K 0.02%
3,801
+1,095
498
$132K 0.02%
7,642
+477
499
$129K 0.02%
3,214
+23
500
$129K 0.02%
1,853
-291
18 19
20
21 22