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
$878M
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12.1M
3
+$11.4M
4
HD icon
Home Depot
HD
+$8.32M
5
NKE icon
Nike
NKE
+$7.94M

Top Sells

1
+$8.13M
2
+$5.92M
3
+$5.09M
4
GRMN icon
Garmin
GRMN
+$1.7M
5
CI icon
Cigna
CI
+$1.62M

Sector Composition

1 Technology 16.42%
2 Consumer Discretionary 14.1%
3 Industrials 10.48%
4 Financials 9%
5 Utilities 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$76K 0.01%
931
-60
527
$72K 0.01%
3,724
-225
528
$67K 0.01%
1,979
-134
529
$65K 0.01%
1,421
-13
530
$63K 0.01%
901
-39
531
$54K 0.01%
978
-94
532
$51K 0.01%
477
-44
533
$47K 0.01%
492
-6
534
$39K ﹤0.01%
1,071
-102
535
– –
-2,298
536
– –
-109,094
537
– –
-3,792
538
– –
-2,406
539
– –
-9,982
540
– –
-2,021
541
– –
-10,823
542
– –
-39,875
543
– –
-4,616
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