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
$296M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.07M
3
+$767K
4
AAPL icon
Apple
AAPL
+$427K
5
XOM icon
Exxon Mobil
XOM
+$338K

Top Sells

1
+$3.45M
2
+$812K
3
+$709K
4
AABA
Altaba Inc
AABA
+$564K
5
AMZN icon
Amazon
AMZN
+$289K

Sector Composition

1 Technology 16.03%
2 Financials 15.32%
3 Healthcare 14.6%
4 Communication Services 9.74%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.42%
23,368
+1,678
52
$1.21M 0.41%
13,520
+614
53
$1.2M 0.41%
17,185
+1,190
54
$1.16M 0.39%
9,967
-595
55
$1.14M 0.38%
13,287
+787
56
$1.14M 0.38%
8,407
+409
57
$1.11M 0.38%
606
-34
58
$1.07M 0.36%
4,497
+255
59
$1.06M 0.36%
14,574
-811
60
$1.05M 0.35%
4,545
+188
61
$1.05M 0.35%
19,540
+1,168
62
$1.04M 0.35%
20,045
+863
63
$1.02M 0.35%
12,585
-824
64
$1.02M 0.35%
8,499
-337
65
$1.01M 0.34%
5,336
+286
66
$1M 0.34%
6,707
+276
67
$981K 0.33%
9,580
-351
68
$972K 0.33%
15,177
+526
69
$962K 0.33%
2,647
-153
70
$960K 0.32%
17,873
-1,088
71
$957K 0.32%
5,275
-390
72
$952K 0.32%
3,067
-181
73
$943K 0.32%
4,599
+240
74
$943K 0.32%
25,728
+1,500
75
$919K 0.31%
2,936
+131
1 2
3
4 5