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
$821M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$5.22M
3
+$5.22M
4
NWL icon
Newell Brands
NWL
+$5.17M
5
APTV icon
Aptiv
APTV
+$3.79M

Top Sells

1
+$6.65M
2
+$5.94M
3
+$4.72M
4
HAS icon
Hasbro
HAS
+$4.6M
5
DIS icon
Walt Disney
DIS
+$4.48M

Sector Composition

1 Technology 16.25%
2 Consumer Discretionary 14.27%
3 Financials 10.04%
4 Industrials 8.17%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.52M 0.31%
136,248
-23,478
102
$2.49M 0.3%
19,422
-1,954
103
$2.48M 0.3%
32,814
-6,992
104
$2.48M 0.3%
15,906
-2
105
$2.44M 0.3%
25,874
-5,757
106
$2.4M 0.29%
2,012
-99
107
$2.4M 0.29%
81,910
-15,670
108
$2.35M 0.29%
27,165
-635
109
$2.31M 0.28%
71,128
-16,142
110
$2.28M 0.28%
10,943
-779
111
$2.27M 0.28%
11,773
-340
112
$2.26M 0.28%
11,619
-246
113
$2.24M 0.27%
42,268
-6,226
114
$2.23M 0.27%
34,676
-1,315
115
$2.2M 0.27%
36,474
+30,845
116
$2.17M 0.26%
23,113
+19,404
117
$2.16M 0.26%
15,198
-255
118
$2.13M 0.26%
6,595
-8,474
119
$2.1M 0.26%
9,997
-663
120
$2.09M 0.25%
23,670
-4,212
121
$2.06M 0.25%
38,995
-724
122
$2.04M 0.25%
5,251
+221
123
$2.01M 0.24%
34,796
+2,569
124
$1.96M 0.24%
9,337
+99
125
$1.94M 0.24%
18,851
-972
3 4
5
6 7