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
126
$551K 0.19%
14,003
+407
127
$546K 0.18%
18,717
+1,048
128
$546K 0.18%
3,910
+587
129
$533K 0.18%
6,361
+352
130
$528K 0.18%
13,724
+519
131
$525K 0.18%
4,518
+216
132
$519K 0.18%
3,412
+117
133
$517K 0.17%
8,165
+229
134
$515K 0.17%
4,377
-314
135
$503K 0.17%
5,940
+308
136
$502K 0.17%
7,312
+419
137
$500K 0.17%
7,949
-439
138
$497K 0.17%
4,208
+178
139
$497K 0.17%
3,182
+146
140
$496K 0.17%
5,419
+348
141
$492K 0.17%
10,695
+823
142
$482K 0.16%
1,980
+53
143
$478K 0.16%
17,773
+935
144
$477K 0.16%
1,069
+153
145
$476K 0.16%
6,988
+460
146
$473K 0.16%
3,235
+182
147
$472K 0.16%
3,566
-244
148
$472K 0.16%
6,719
+343
149
$471K 0.16%
3,311
+157
150
$469K 0.16%
9,995
+833
4 5
6
7 8