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
126
$2.16M 0.25%
21,255
+18,348
127
$2.13M 0.24%
17,281
-1,171
128
$2.1M 0.24%
76,928
+73,579
129
$2.1M 0.24%
11,915
+5,674
130
$2.07M 0.24%
7,222
+4,462
131
$2.06M 0.23%
15,856
+5,620
132
$2.06M 0.23%
14,319
+11,354
133
$2.05M 0.23%
24,683
+21,850
134
$2.04M 0.23%
23,989
+19,939
135
$2.03M 0.23%
103,880
+97,945
136
$2.01M 0.23%
10,736
+7,973
137
$1.98M 0.23%
18,661
+2,317
138
$1.98M 0.23%
48,438
+46,253
139
$1.96M 0.22%
18,607
+17,564
140
$1.91M 0.22%
73,523
-6,932
141
$1.91M 0.22%
21,945
-3,626
142
$1.9M 0.22%
23,590
+21,517
143
$1.84M 0.21%
6,126
+3,746
144
$1.83M 0.21%
12,747
+10,419
145
$1.83M 0.21%
38,392
+37,063
146
$1.81M 0.21%
22,130
+17,512
147
$1.8M 0.2%
10,337
+3,499
148
$1.78M 0.2%
11,173
+6,928
149
$1.78M 0.2%
31,192
+19,638
150
$1.76M 0.2%
55,441
+2,066
4 5
6
7 8