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
76
$890K 0.3%
7,134
-478
77
$889K 0.3%
5,414
-329
78
$848K 0.29%
10,614
-565
79
$847K 0.29%
16,337
-651
80
$845K 0.29%
9,049
+553
81
$843K 0.29%
17,502
+1,134
82
$838K 0.28%
9,267
+528
83
$824K 0.28%
5,777
+385
84
$812K 0.27%
10,518
-424
85
$803K 0.27%
5,956
+451
86
$799K 0.27%
5,843
+862
87
$797K 0.27%
9,499
+484
88
$795K 0.27%
10,908
-647
89
$768K 0.26%
15,348
+1,175
90
$767K 0.26%
+19,440
91
$762K 0.26%
18,729
-1,192
92
$749K 0.25%
14,380
+157
93
$724K 0.24%
4,551
+296
94
$720K 0.24%
6,012
+936
95
$717K 0.24%
3,486
-249
96
$715K 0.24%
9,409
+542
97
$694K 0.23%
7,169
+604
98
$693K 0.23%
13,337
-538
99
$693K 0.23%
4,303
+602
100
$688K 0.23%
3,624
+223
2 3
4
5 6