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
$878M
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.1M
3
+$12.8M
4
HD icon
Home Depot
HD
+$8.7M
5
NKE icon
Nike
NKE
+$8.11M

Top Sells

1
+$8.17M
2
+$5.32M
3
+$5.09M
4
GRMN icon
Garmin
GRMN
+$1.95M
5
BALL icon
Ball Corp
BALL
+$1.63M

Sector Composition

1 Technology 16.43%
2 Consumer Discretionary 14.1%
3 Industrials 10.46%
4 Financials 9%
5 Utilities 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.39M 0.39%
102,483
+94,694
77
$3.37M 0.38%
9,662
+9,115
78
$3.36M 0.38%
43,272
+39,383
79
$3.3M 0.38%
61,522
+34,437
80
$3.25M 0.37%
125,670
+8,955
81
$3.18M 0.36%
37,989
-25
82
$3.15M 0.36%
104,620
+63,250
83
$3.13M 0.36%
30,161
+18,756
84
$3.09M 0.35%
38,292
-2,477
85
$3.04M 0.35%
62,950
+21,539
86
$3M 0.34%
47,634
+7,210
87
$2.98M 0.34%
185,580
+174,560
88
$2.97M 0.34%
23,716
+20,963
89
$2.9M 0.33%
1,664
+1,209
90
$2.89M 0.33%
24,231
+21,693
91
$2.83M 0.32%
631,120
+397,360
92
$2.82M 0.32%
41,167
+35,198
93
$2.81M 0.32%
35,138
+16,461
94
$2.76M 0.31%
29,651
+26,019
95
$2.72M 0.31%
28,952
+24,118
96
$2.71M 0.31%
2,641
+83
97
$2.69M 0.31%
177,308
+169,364
98
$2.65M 0.3%
18,887
+14,472
99
$2.62M 0.3%
44,009
+5,545
100
$2.61M 0.3%
24,623
+15,278
2 3
4
5 6