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
$821M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$5.22M
3
+$5.22M
4
NWL icon
Newell Brands
NWL
+$5.17M
5
APTV icon
Aptiv
APTV
+$3.79M

Top Sells

1
+$6.65M
2
+$5.94M
3
+$4.72M
4
HAS icon
Hasbro
HAS
+$4.6M
5
DIS icon
Walt Disney
DIS
+$4.48M

Sector Composition

1 Technology 16.25%
2 Consumer Discretionary 14.27%
3 Financials 10.04%
4 Industrials 8.17%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.26M 0.52%
33,244
-197
52
$4.17M 0.51%
12,650
-1,379
53
$4.16M 0.51%
50,223
-9,287
54
$4.16M 0.51%
170,924
+10,278
55
$3.98M 0.48%
13,450
+11,529
56
$3.96M 0.48%
34,722
-588
57
$3.95M 0.48%
32,777
+17,440
58
$3.93M 0.48%
12,086
-796
59
$3.77M 0.46%
23,189
-1,885
60
$3.74M 0.46%
12,715
-542
61
$3.73M 0.45%
16,208
-262
62
$3.71M 0.45%
31,017
+1,409
63
$3.67M 0.45%
11,271
+427
64
$3.5M 0.43%
175,857
-26,912
65
$3.5M 0.43%
54,949
-11,943
66
$3.48M 0.42%
38,133
-8,544
67
$3.45M 0.42%
64,180
-1,840
68
$3.39M 0.41%
27,224
-1,610
69
$3.33M 0.41%
17,274
-385
70
$3.15M 0.38%
51,635
-10,257
71
$3.13M 0.38%
21,724
-200
72
$3.12M 0.38%
46,396
-3,264
73
$3.1M 0.38%
37,950
+3,080
74
$3.06M 0.37%
34,790
+925
75
$3.02M 0.37%
20,885
-30,984
1 2
3
4 5