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
$262M
AUM Growth
+$98.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$87.4M
2
+$21.6M
3
+$20.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$7.19M
5
WMB icon
Williams Companies
WMB
+$1.27M

Top Sells

1
+$56.4M
2
+$13.3M
3
+$13M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$12.9M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$12.6M

Sector Composition

1 Financials 8.27%
2 Energy 6.99%
3 Technology 3.64%
4 Consumer Discretionary 2.09%
5 Healthcare 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$609K 0.23%
+3,450
77
$608K 0.23%
+24,965
78
$608K 0.23%
+6,176
79
$605K 0.23%
+9,081
80
$602K 0.23%
+5,556
81
$597K 0.23%
+24,178
82
$597K 0.23%
+42,714
83
$596K 0.23%
+1,643
84
$595K 0.23%
+14,189
85
$594K 0.23%
+14,899
86
$589K 0.23%
+7,300
87
$589K 0.23%
+1,464
88
$588K 0.22%
+6,747
89
$587K 0.22%
+8,651
90
$586K 0.22%
+59,467
91
$583K 0.22%
+16,384
92
$583K 0.22%
+8,358
93
$580K 0.22%
+43,864
94
$575K 0.22%
+3,563
95
$573K 0.22%
+15,658
96
$565K 0.22%
+40,780
97
$564K 0.22%
+5,395
98
$563K 0.22%
+12,136
99
$551K 0.21%
+18,231
100
$550K 0.21%
+4,481
1 2 3
4
5