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
$262M
AUM Growth
+$98.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$87.4M
2
+$21.6M
3
+$20.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$7.19M
5
WMB icon
Williams Companies
WMB
+$1.27M

Top Sells

1
+$56.4M
2
+$13.3M
3
+$13M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$12.9M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$12.6M

Sector Composition

1 Financials 8.27%
2 Energy 6.99%
3 Technology 3.64%
4 Consumer Discretionary 2.09%
5 Healthcare 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$671K 0.26%
+23,976
52
$668K 0.26%
+6,698
53
$660K 0.25%
+16,712
54
$660K 0.25%
+9,473
55
$659K 0.25%
+45,512
56
$657K 0.25%
+9,080
57
$651K 0.25%
+9,861
58
$649K 0.25%
+13,375
59
$645K 0.25%
+14,717
60
$644K 0.25%
+6,660
61
$639K 0.24%
+8,519
62
$636K 0.24%
+19,023
63
$634K 0.24%
+52,131
64
$628K 0.24%
+13,993
65
$627K 0.24%
+12,440
66
$623K 0.24%
+20,123
67
$622K 0.24%
+9,158
68
$622K 0.24%
+7,822
69
$619K 0.24%
+3,334
70
$619K 0.24%
+30,743
71
$618K 0.24%
+35,860
72
$614K 0.23%
+8,551
73
$612K 0.23%
+39,440
74
$610K 0.23%
+33,187
75
$610K 0.23%
+17,271
1 2
3
4 5