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
$1.02B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.37M
3
+$8.04M
4
RHI icon
Robert Half
RHI
+$7.98M
5
AMZN icon
Amazon
AMZN
+$5.95M

Top Sells

1
+$5.85M
2
+$5.81M
3
+$5.61M
4
MHK icon
Mohawk Industries
MHK
+$5.47M
5
WMT icon
Walmart
WMT
+$4.97M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 14.33%
3 Financials 11.8%
4 Healthcare 9.94%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.89M 0.38%
53,398
+48,432
77
$3.85M 0.38%
23,004
-1,140
78
$3.83M 0.37%
285,476
-92,108
79
$3.74M 0.37%
24,038
+19,845
80
$3.65M 0.36%
97,515
+88,552
81
$3.61M 0.35%
81,937
-6,551
82
$3.6M 0.35%
71,522
-3,485
83
$3.54M 0.35%
1,749
-168
84
$3.52M 0.34%
69,302
-2,135
85
$3.51M 0.34%
42,778
-9,448
86
$3.42M 0.33%
117,863
+41,348
87
$3.41M 0.33%
83,081
-3,790
88
$3.39M 0.33%
31,436
+13,371
89
$3.39M 0.33%
26,747
-1,949
90
$3.34M 0.33%
15,157
-5,475
91
$3.3M 0.32%
135,666
-10,760
92
$3.15M 0.31%
44,887
+860
93
$3.08M 0.3%
24,258
-8,314
94
$3M 0.29%
27,175
-2,340
95
$3M 0.29%
6,966
+3,490
96
$2.99M 0.29%
9,693
-1,498
97
$2.98M 0.29%
86,546
-81,188
98
$2.95M 0.29%
44,146
-43,988
99
$2.95M 0.29%
12,998
+6,353
100
$2.94M 0.29%
50,000
+6,644
2 3
4
5 6