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

Top Buys

1
+$15.5M
2
+$13.1M
3
+$12.8M
4
HD icon
Home Depot
HD
+$8.7M
5
NKE icon
Nike
NKE
+$8.11M

Top Sells

1
+$8.17M
2
+$5.32M
3
+$5.09M
4
GRMN icon
Garmin
GRMN
+$1.95M
5
BALL icon
Ball Corp
BALL
+$1.63M

Sector Composition

1 Technology 16.43%
2 Consumer Discretionary 14.1%
3 Industrials 10.46%
4 Financials 9%
5 Utilities 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.3M 0.49%
16,155
+11,162
52
$4.27M 0.49%
72,166
+33,095
53
$4.27M 0.49%
174,472
-5,362
54
$4.23M 0.48%
104,970
+39,356
55
$4.12M 0.47%
173,902
+83,932
56
$4.1M 0.47%
22,599
+21,561
57
$4.1M 0.47%
79,356
+1,940
58
$4.08M 0.47%
16,870
+11,989
59
$4.02M 0.46%
14,684
+10,349
60
$3.99M 0.45%
25,214
+17,846
61
$3.98M 0.45%
38,293
+12,324
62
$3.9M 0.44%
19,785
+15,170
63
$3.83M 0.44%
47,707
+42,767
64
$3.81M 0.43%
+44,111
65
$3.8M 0.43%
75,252
+71,960
66
$3.79M 0.43%
47,743
+17,694
67
$3.77M 0.43%
136,565
+49,031
68
$3.76M 0.43%
207,954
-37,372
69
$3.76M 0.43%
88,478
-23,070
70
$3.72M 0.42%
104,156
+552
71
$3.7M 0.42%
92,502
+48,772
72
$3.66M 0.42%
155,060
+143,488
73
$3.58M 0.41%
+30,112
74
$3.56M 0.4%
32,525
+25,788
75
$3.44M 0.39%
40,881
-97,072
1 2
3
4 5