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
$1.02B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.37M
3
+$8.04M
4
RHI icon
Robert Half
RHI
+$7.98M
5
AMZN icon
Amazon
AMZN
+$5.95M

Top Sells

1
+$5.85M
2
+$5.81M
3
+$5.61M
4
MHK icon
Mohawk Industries
MHK
+$5.47M
5
WMT icon
Walmart
WMT
+$4.97M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 14.33%
3 Financials 11.8%
4 Healthcare 9.94%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.9M 0.19%
36,722
+33,290
152
$1.9M 0.19%
11,600
-770
153
$1.87M 0.18%
11,029
-368
154
$1.87M 0.18%
53,502
+41,002
155
$1.87M 0.18%
43,456
-3,376
156
$1.85M 0.18%
30,279
-17,370
157
$1.84M 0.18%
63,998
-4,833
158
$1.81M 0.18%
28,948
+24,977
159
$1.79M 0.18%
30,330
-10,518
160
$1.79M 0.18%
13,369
+4,103
161
$1.79M 0.18%
39,771
+21,362
162
$1.76M 0.17%
28,467
+5,936
163
$1.76M 0.17%
13,414
+427
164
$1.75M 0.17%
7,919
+7,880
165
$1.75M 0.17%
24,635
-10,425
166
$1.74M 0.17%
14,210
-1,741
167
$1.73M 0.17%
+10,087
168
$1.72M 0.17%
31,057
-12,788
169
$1.72M 0.17%
30,160
+26,348
170
$1.71M 0.17%
39,057
-2,108
171
$1.71M 0.17%
32,674
-2,412
172
$1.7M 0.17%
11,183
-2,325
173
$1.68M 0.16%
18,438
-2,474
174
$1.68M 0.16%
26,381
+22,444
175
$1.68M 0.16%
13,391
+11,735
5 6
7
8 9