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
$1.05B
AUM Growth
+$787M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$15.8M
3
+$13.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$13.6M
5
MSFT icon
Microsoft
MSFT
+$11M

Top Sells

1
+$304K
2
+$263K
3
+$257K
4
PEP icon
PepsiCo
PEP
+$246K
5
PM icon
Philip Morris
PM
+$233K

Sector Composition

1 Financials 16.05%
2 Consumer Discretionary 14.66%
3 Technology 14.09%
4 Industrials 12.36%
5 Healthcare 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.18M 0.21%
27,441
-3,833
152
$2.16M 0.21%
9,777
+6,369
153
$2.16M 0.21%
22,843
+12,290
154
$2.13M 0.2%
6,116
+3,985
155
$2.11M 0.2%
13,136
+9,204
156
$2.11M 0.2%
21,186
+16,112
157
$2.06M 0.2%
13,508
+11,696
158
$2.05M 0.2%
+46,832
159
$2.03M 0.19%
68,831
+65,108
160
$2.03M 0.19%
11,703
+8,407
161
$2.03M 0.19%
76,515
+72,182
162
$2M 0.19%
25,808
+13,925
163
$2M 0.19%
+9,087
164
$1.98M 0.19%
+20,912
165
$1.98M 0.19%
18,065
+13,086
166
$1.98M 0.19%
+11,596
167
$1.94M 0.19%
26,961
+21,921
168
$1.92M 0.18%
43,430
+36,984
169
$1.91M 0.18%
11,397
+8,317
170
$1.9M 0.18%
12,370
+4,038
171
$1.89M 0.18%
16,043
+13,709
172
$1.88M 0.18%
21,044
+11,449
173
$1.87M 0.18%
13,620
+9,534
174
$1.87M 0.18%
28,924
+11,884
175
$1.84M 0.18%
54,798
+44,679
5 6
7
8 9