RIM
Rampart Investment Management Portfolio holdings
AUM
$158M
1-Year Est. Return
27.88%
1 Year Est. Return
+27.88%
AUM
$594M
AUM Growth
+$384M
(+182%)
Holding
545
Top Buys
| 1 | +$11.2M | |
| 2 | +$10.3M | |
| 3 | +$9.94M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$7.2M |
| 5 |
Linde
LIN
|
+$6.89M |
Top Sells
| 1 | +$5.43M | |
| 2 | +$5.42M | |
| 3 | +$4.76M | |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.32M |
| 5 |
Kroger
KR
|
+$654K |
Sector Composition
| 1 | Technology | 19.94% |
| 2 | Consumer Discretionary | 14.61% |
| 3 | Healthcare | 13.87% |
| 4 | Communication Services | 11.09% |
| 5 | Industrials | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Aptiv
APTV
$18.8B
| $2.92M | 0.49% |
37,438
+35,118
|
|
||
52
Procter & Gamble
PG
$355B
| $2.92M | 0.49% |
24,390
+5,139
|
|
||
53
Target
TGT
$42.8B
| $2.88M | 0.48% |
24,013
+19,982
|
|
||
54
Verizon
VZ
$171B
| $2.85M | 0.48% |
51,617
+20,761
|
|
||
55
Amgen
AMGN
$163B
| $2.85M | 0.48% |
12,062
+3,144
|
|
||
56
Starbucks
SBUX
$97.9B
| $2.83M | 0.48% |
38,451
+28,313
|
|
||
57
Charter Communications
CHTR
$34.6B
| $2.82M | 0.47% |
5,535
+4,129
|
|
||
58
AT&T
T
$186B
| $2.76M | 0.46% |
120,905
+49,243
|
|
||
59
Coca-Cola
KO
$306B
| $2.76M | 0.46% |
61,710
+30,845
|
|
||
60
CVS Health
CVS
$105B
| $2.73M | 0.46% |
42,044
+31,438
|
|
||
61
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.4B
| $2.65M | 0.45% |
+19,720
|
|
||
62
Berkshire Hathaway Class B
BRK.B
$1.07T
| $2.65M | 0.45% |
14,834
+307
|
|
||
63
Union Pacific
UNP
$134B
| $2.53M | 0.43% |
14,990
+9,847
|
|
||
64
Eli Lilly
LLY
$722B
| $2.49M | 0.42% |
15,153
+8,631
|
|
||
65
Costco
COST
$415B
| $2.48M | 0.42% |
8,179
+4,830
|
|
||
66
Bristol-Myers Squibb
BMY
$89.4B
| $2.48M | 0.42% |
42,152
+23,735
|
|
||
67
Waste Management
WM
$86.7B
| $2.42M | 0.41% |
22,800
+20,026
|
|
||
68
DuPont de Nemours
DD
$34B
| $2.38M | 0.4% |
44,785
+39,449
|
|
||
69
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
| $2.37M | 0.4% |
+21,702
|
|
||
70
Applied Materials
AMAT
$181B
| $2.32M | 0.39% |
38,349
+30,504
|
|
||
71
Caterpillar
CAT
$248B
| $2.3M | 0.39% |
18,200
+14,404
|
|
||
72
Dollar General
DG
$23.4B
| $2.29M | 0.39% |
12,037
+9,956
|
|
||
73
Medtronic
MDT
$123B
| $2.29M | 0.38% |
24,941
+13,874
|
|
||
74
iShares TIPS Bond ETF
TIP
$14B
| $2.28M | 0.38% |
+18,568
|
|
||
75
Cigna
CI
$82.2B
| $2.27M | 0.38% |
12,080
+8,895
|
|