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
$296M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.07M
3
+$767K
4
AAPL icon
Apple
AAPL
+$427K
5
XOM icon
Exxon Mobil
XOM
+$338K

Top Sells

1
+$3.45M
2
+$812K
3
+$709K
4
AABA
Altaba Inc
AABA
+$564K
5
AMZN icon
Amazon
AMZN
+$289K

Sector Composition

1 Technology 16.03%
2 Financials 15.32%
3 Healthcare 14.6%
4 Communication Services 9.74%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$63K 0.02%
657
+11
502
$62K 0.02%
698
-18
503
$59K 0.02%
1,664
-31
504
$58K 0.02%
867
-9
505
$57K 0.02%
1,400
-61
506
$54K 0.02%
2,673
-106
507
$49K 0.02%
3,283
-71
508
$47K 0.02%
2,386
+282
509
$44K 0.01%
1,143
+88
510
$42K 0.01%
48
+5
511
$42K 0.01%
1,950
-20
512
$39K 0.01%
2,341
-50
513
$35K 0.01%
2,337
-44
514
$21K 0.01%
1,518
-192
515
– –
-831
516
– –
-1,798
517
– –
-608
518
– –
-4,416
519
– –
-229
520
– –
-1,521
521
– –
-2,500
522
– –
-3,567
523
– –
-1,909
524
– –
-1,292
525
– –
-4,171
18 19 20
21
22