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
151
$1.74M 0.2%
10,974
+3,831
152
$1.74M 0.2%
+66,478
153
$1.74M 0.2%
+50,365
154
$1.74M 0.2%
14,177
+9,735
155
$1.74M 0.2%
+39,253
156
$1.74M 0.2%
24,109
+18,494
157
$1.73M 0.2%
42,292
-3,764
158
$1.73M 0.2%
+48,988
159
$1.73M 0.2%
+48,988
160
$1.72M 0.2%
24,299
-21
161
$1.72M 0.2%
+31,424
162
$1.71M 0.19%
19,374
+2,768
163
$1.71M 0.19%
33,682
+29,853
164
$1.69M 0.19%
51,506
+44,696
165
$1.68M 0.19%
53,764
+48,843
166
$1.68M 0.19%
3,715
+2,879
167
$1.67M 0.19%
5,514
+3,897
168
$1.66M 0.19%
+59,802
169
$1.64M 0.19%
14,029
+6,628
170
$1.64M 0.19%
14,321
+12,730
171
$1.61M 0.18%
12,056
+183
172
$1.6M 0.18%
38,564
+3,635
173
$1.57M 0.18%
21,417
+2,710
174
$1.55M 0.18%
25,023
+79
175
$1.53M 0.17%
15,349
+5,273
5 6
7
8 9