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
501
$114K 0.01%
568
-30
502
$112K 0.01%
1,863
-257
503
$109K 0.01%
8,767
+7,566
504
$109K 0.01%
5,758
+3,949
505
$107K 0.01%
2,308
-186
506
$107K 0.01%
4,322
-437
507
$105K 0.01%
2,180
+831
508
$103K 0.01%
1,835
+688
509
$101K 0.01%
3,882
-434
510
$101K 0.01%
201
+76
511
$100K 0.01%
2,464
+865
512
$98K 0.01%
1,285
-59
513
$97K 0.01%
1,015
-64
514
$94K 0.01%
1,752
-141
515
$92K 0.01%
3,456
-273
516
$91K 0.01%
3,132
-153
517
$90K 0.01%
2,706
-234
518
$89K 0.01%
786
-36
519
$88K 0.01%
2,303
-82
520
$86K 0.01%
4,942
-810
521
$86K 0.01%
861
-31
522
$84K 0.01%
1,541
+186
523
$81K 0.01%
2,155
+733
524
$79K 0.01%
368
-23
525
$77K 0.01%
2,090
+735
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