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
$279M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$47.2M
2
+$32.1M
3
+$12M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.34M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.07M

Top Sells

1
+$22M
2
+$21.6M
3
+$21.1M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$20.9M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$2.59M

Sector Composition

1 Financials 3.25%
2 Technology 3.13%
3 Healthcare 2.85%
4 Communication Services 2.02%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$282K 0.1%
+1,593
52
$267K 0.1%
2,145
-3,232
53
$264K 0.09%
+2,206
54
$257K 0.09%
+4,717
55
$248K 0.09%
+1,040
56
$246K 0.09%
+3,620
57
$244K 0.09%
+137
58
$243K 0.09%
+2,295
59
$241K 0.09%
11,000
-24,750
60
$238K 0.09%
+3,377
61
$236K 0.08%
1,029
-2,523
62
$234K 0.08%
+4,004
63
$233K 0.08%
+2,971
64
$232K 0.08%
+4,051
65
$229K 0.08%
+4,456
66
$227K 0.08%
+2,702
67
$224K 0.08%
+2,775
68
$211K 0.08%
+4,750
69
$209K 0.07%
+2,138
70
$207K 0.07%
+3,714
71
$206K 0.07%
+1,719
72
$203K 0.07%
+1,208
73
$203K 0.07%
+1,890
74
$198K 0.07%
+1,546
75
$198K 0.07%
+2,407
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3
4 5