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
126
$1.92M 0.23%
79,752
-3,981
127
$1.89M 0.23%
10,545
-817
128
$1.89M 0.23%
23,293
+53
129
$1.86M 0.23%
14,546
-954
130
$1.85M 0.23%
+7,232
131
$1.84M 0.22%
20,336
-3,729
132
$1.83M 0.22%
30,936
-5,796
133
$1.82M 0.22%
3,123
-30
134
$1.82M 0.22%
33,700
-933
135
$1.78M 0.22%
5,904
-1,054
136
$1.78M 0.22%
27,757
+9,289
137
$1.78M 0.22%
19,321
-3,584
138
$1.78M 0.22%
6,785
-707
139
$1.75M 0.21%
5,177
-1,008
140
$1.75M 0.21%
27,598
-5,931
141
$1.75M 0.21%
12,552
-847
142
$1.72M 0.21%
8,867
-448
143
$1.69M 0.21%
9,544
+339
144
$1.68M 0.2%
12,361
-220
145
$1.68M 0.2%
6,968
+98
146
$1.68M 0.2%
18,706
-525
147
$1.64M 0.2%
23,838
+1,434
148
$1.6M 0.2%
17,230
-279
149
$1.6M 0.19%
41,855
+36,510
150
$1.6M 0.19%
35,292
-880
4 5
6
7 8