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
101
$2.6M 0.3%
32,063
+19,848
102
$2.58M 0.29%
40,422
+36,705
103
$2.58M 0.29%
7,424
+5,725
104
$2.5M 0.28%
34,801
+33,146
105
$2.44M 0.28%
53,690
+46,367
106
$2.43M 0.28%
26,723
+12,362
107
$2.39M 0.27%
18,671
+14,313
108
$2.38M 0.27%
17,639
+8,550
109
$2.37M 0.27%
27,924
+4,087
110
$2.34M 0.27%
93,984
+69,783
111
$2.34M 0.27%
13,728
+11,401
112
$2.32M 0.26%
13,158
+10,745
113
$2.32M 0.26%
38,762
+32,184
114
$2.31M 0.26%
24,256
+20,126
115
$2.29M 0.26%
28,387
+24,278
116
$2.28M 0.26%
21,742
+19,514
117
$2.26M 0.26%
36,336
+12,220
118
$2.26M 0.26%
8,645
+6,108
119
$2.25M 0.26%
29,852
+25,998
120
$2.24M 0.25%
11,154
+9,711
121
$2.23M 0.25%
39,657
+564
122
$2.23M 0.25%
28,979
+27,493
123
$2.22M 0.25%
11,636
+9,538
124
$2.21M 0.25%
7,338
+6,906
125
$2.18M 0.25%
27,540
+3,337
3 4
5
6 7