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
$1.02B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.37M
3
+$8.04M
4
RHI icon
Robert Half
RHI
+$7.98M
5
AMZN icon
Amazon
AMZN
+$5.95M

Top Sells

1
+$5.85M
2
+$5.81M
3
+$5.61M
4
MHK icon
Mohawk Industries
MHK
+$5.47M
5
WMT icon
Walmart
WMT
+$4.97M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 14.33%
3 Financials 11.8%
4 Healthcare 9.94%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$109K 0.01%
972
-13,162
502
$107K 0.01%
3,464
-3,888
503
$106K 0.01%
2,378
-4,904
504
$106K 0.01%
5,042
-351
505
$102K 0.01%
2,747
-127
506
$100K 0.01%
3,581
-7,397
507
$99K 0.01%
+2,351
508
$96K 0.01%
416
-675
509
$92K 0.01%
1,140
-50
510
$91K 0.01%
896
-11,408
511
$90K 0.01%
3,428
-165
512
$88K 0.01%
1,484
-18,316
513
$83K 0.01%
1,812
-22,652
514
$79K 0.01%
1,953
-108
515
$78K 0.01%
1,491
-1,685
516
$75K 0.01%
1,250
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517
$75K 0.01%
973
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518
$72K 0.01%
1,701
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519
$69K 0.01%
1,422
-2,364
520
$69K 0.01%
675
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521
$67K 0.01%
4,784
-326
522
$56K 0.01%
537
-894
523
$56K 0.01%
1,450
-72
524
$53K 0.01%
3,329
-236
525
$52K 0.01%
1,571
+2
18 19 20
21
22