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
151
$467K 0.16%
11,579
-500
152
$465K 0.16%
1,039
+56
153
$463K 0.16%
7,291
+1,143
154
$460K 0.16%
3,580
+519
155
$457K 0.15%
22,905
+750
156
$456K 0.15%
3,631
-213
157
$455K 0.15%
23,724
+1,578
158
$447K 0.15%
2,953
+393
159
$443K 0.15%
4,475
+667
160
$443K 0.15%
2,884
+115
161
$439K 0.15%
2,051
+309
162
$438K 0.15%
9,076
-259
163
$432K 0.15%
3,076
+112
164
$428K 0.14%
6,716
+374
165
$426K 0.14%
4,940
+201
166
$424K 0.14%
5,522
-414
167
$424K 0.14%
5,515
+292
168
$422K 0.14%
2,115
-118
169
$421K 0.14%
3,821
-290
170
$421K 0.14%
3,440
+183
171
$419K 0.14%
6,673
+357
172
$419K 0.14%
4,490
+226
173
$417K 0.14%
7,450
-505
174
$417K 0.14%
4,361
+229
175
$413K 0.14%
4,491
+264
5 6
7
8 9