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
$806M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$5.22M
3
+$3.9M
4
CMCSA icon
Comcast
CMCSA
+$3.77M
5
PG icon
Procter & Gamble
PG
+$3.27M

Top Sells

1
+$6.32M
2
+$6.09M
3
+$4.72M
4
OMC icon
Omnicom Group
OMC
+$3.79M
5
CAT icon
Caterpillar
CAT
+$3.05M

Sector Composition

1 Technology 17.24%
2 Consumer Discretionary 13.1%
3 Financials 9.67%
4 Utilities 8.58%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$108K 0.01%
6,976
-427
502
$107K 0.01%
1,195
-132
503
$107K 0.01%
1,684
-68
504
$107K 0.01%
1,569
-153
505
$102K 0.01%
1,579
-38
506
$97K 0.01%
3,344
-457
507
$97K 0.01%
4,187
-220
508
$97K 0.01%
2,078
-81
509
$95K 0.01%
4,494
-187
510
$93K 0.01%
2,079
-298
511
$89K 0.01%
704
-88
512
$89K 0.01%
6,251
-367
513
$85K 0.01%
1,786
-80
514
$85K 0.01%
4,259
-222
515
$84K 0.01%
1,502
-60
516
$82K 0.01%
4,576
-334
517
$82K 0.01%
3,667
-484
518
$81K 0.01%
2,407
-167
519
$81K 0.01%
1,446
-625
520
$80K 0.01%
4,400
-219
521
$77K 0.01%
4,557
-553
522
$76K 0.01%
3,141
-423
523
$76K 0.01%
677
-670
524
$76K 0.01%
6,160
-867
525
$75K 0.01%
2,368
-117
18 19 20
21
22