RIM
Rampart Investment Management Portfolio holdings
AUM
$158M
This Quarter Return
+5.82%
1 Year Return
+27.88%
3 Year Return
+74.04%
5 Year Return
+165.37%
10 Year Return
–
AUM
$262M
AUM Growth
+$262M
(+60%)
Cap. Flow
+$96.6M
Cap. Flow
% of AUM
36.93%
Top 10 Holdings %
Top 10 Hldgs %
75.58%
Holding
114
New
102
Increased
3
Reduced
1
Closed
6
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$87.4M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$21.6M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$20.3M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$7.19M |
| 5 |
Williams Companies
WMB
|
$1.27M |
Top Sells
Sector Composition
| 1 | Financials | 8.27% |
| 2 | Energy | 6.99% |
| 3 | Technology | 3.64% |
| 4 | Consumer Discretionary | 2.09% |
| 5 | Healthcare | 1.57% |
