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
101
$685K 0.23%
16,956
-451
102
$684K 0.23%
3,033
-147
103
$679K 0.23%
12,806
+949
104
$670K 0.23%
3,593
-239
105
$669K 0.23%
1,497
+79
106
$668K 0.23%
13,598
+617
107
$666K 0.23%
10,849
+671
108
$665K 0.22%
6,079
+289
109
$662K 0.22%
8,600
+518
110
$657K 0.22%
3,516
+191
111
$655K 0.22%
14,967
+1,044
112
$620K 0.21%
2,156
-119
113
$618K 0.21%
34,164
-2,541
114
$610K 0.21%
9,451
+352
115
$609K 0.21%
3,188
+188
116
$607K 0.21%
9,452
+684
117
$603K 0.2%
4,244
+241
118
$584K 0.2%
15,852
-936
119
$580K 0.2%
7,995
+143
120
$577K 0.2%
48,237
-1,641
121
$573K 0.19%
7,387
-470
122
$571K 0.19%
4,206
+237
123
$567K 0.19%
3,830
-246
124
$561K 0.19%
5,277
+378
125
$553K 0.19%
5,536
+1,322
3 4
5
6 7