RIM

Rampart Investment Management Portfolio holdings

AUM $158M
1-Year Est. Return 27.88%
This Fund
S&P 500
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 Inc
WMT
+$4.97M

Sector Composition

1 Technology 15.17%
2 Consumer Discretionary 14.33%
3 Financials 11.8%
4 Healthcare 9.94%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$50K ﹤0.01%
434
-493
527
$22K ﹤0.01%
+1,076
528
$17K ﹤0.01%
1,356
-36
529
– –
-20,100
530
– –
-1,769
531
– –
-9,459
532
– –
-2,200
533
– –
-74,339
534
– –
-94,246
535
– –
-76,026
536
– –
-65,779
537
– –
-33,442
538
– –
-53,006
539
– –
-51,055
540
– –
-110
541
– –
-22,843
542
– –
-13,149
543
– –
-3,559
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