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
$821M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$5.22M
3
+$5.22M
4
NWL icon
Newell Brands
NWL
+$5.17M
5
APTV icon
Aptiv
APTV
+$3.79M

Top Sells

1
+$6.65M
2
+$5.94M
3
+$4.72M
4
HAS icon
Hasbro
HAS
+$4.6M
5
DIS icon
Walt Disney
DIS
+$4.48M

Sector Composition

1 Technology 16.25%
2 Consumer Discretionary 14.27%
3 Financials 10.04%
4 Industrials 8.17%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$168K 0.02%
3,301
+317
477
$163K 0.02%
2,187
+326
478
$161K 0.02%
1,342
+75
479
$160K 0.02%
1,803
-72
480
$159K 0.02%
9,993
+5,417
481
$155K 0.02%
617
+17
482
$154K 0.02%
1,236
+47
483
$152K 0.02%
1,791
+37
484
$151K 0.02%
4,011
-433
485
$150K 0.02%
5,218
+17
486
$148K 0.02%
1,263
+87
487
$148K 0.02%
2,624
-7
488
$147K 0.02%
4,131
+171
489
$145K 0.02%
3,796
+362
490
$145K 0.02%
3,892
+294
491
$144K 0.02%
2,669
-200
492
$141K 0.02%
1,800
+61
493
$141K 0.02%
2,394
+73
494
$140K 0.02%
3,516
-132
495
$135K 0.02%
9,067
+865
496
$134K 0.02%
786
-15
497
$133K 0.02%
1,136
+36
498
$133K 0.02%
2,228
+57
499
$130K 0.02%
7,675
+699
500
$128K 0.02%
7,368
+3,902
18 19
20
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