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
151
$1.59M 0.19%
46,184
+4,031
152
$1.59M 0.19%
61,142
+706
153
$1.59M 0.19%
8,906
-1,751
154
$1.54M 0.19%
18,055
-2,043
155
$1.52M 0.19%
17,206
+428
156
$1.52M 0.18%
13,728
-1,924
157
$1.51M 0.18%
8,851
-655
158
$1.51M 0.18%
21,917
-938
159
$1.5M 0.18%
8,966
-1,836
160
$1.49M 0.18%
20,539
+187
161
$1.49M 0.18%
11,136
-278
162
$1.48M 0.18%
4,577
-280
163
$1.47M 0.18%
386
+17
164
$1.46M 0.18%
15,500
+23
165
$1.45M 0.18%
17,049
-3,642
166
$1.44M 0.18%
48,171
-2,729
167
$1.43M 0.17%
30,184
-4,862
168
$1.43M 0.17%
18,963
-3,929
169
$1.43M 0.17%
24,134
-2,039
170
$1.43M 0.17%
35,186
-4,007
171
$1.43M 0.17%
58,723
-6,014
172
$1.43M 0.17%
34,751
-5,734
173
$1.43M 0.17%
48,416
-5,264
174
$1.42M 0.17%
62,798
-3,571
175
$1.39M 0.17%
23,386
-694
5 6
7
8 9