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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
$211M
AUM Growth
-$610M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.7M
3
+$4.3M
4
KR icon
Kroger
KR
+$3.51M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.56M

Top Sells

1
+$14.9M
2
+$14.1M
3
+$13.9M
4
HD icon
Home Depot
HD
+$7.64M
5
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$7.63M

Sector Composition

1 Technology 19.09%
2 Healthcare 14.38%
3 Financials 10.8%
4 Communication Services 8.77%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
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527
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529
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530
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531
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532
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535
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536
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539
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-8,490
540
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541
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542
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-170,924
543
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544
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-378,478
545
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-25,043
546
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-62,798
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