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
$279M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$47.2M
2
+$32.1M
3
+$12M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.34M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.07M

Top Sells

1
+$22M
2
+$21.6M
3
+$21.1M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$20.9M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$2.59M

Sector Composition

1 Financials 3.25%
2 Technology 3.13%
3 Healthcare 2.85%
4 Communication Services 2.02%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$82K 0.03%
+1,123
177
$81K 0.03%
+600
178
$81K 0.03%
208
-1,251
179
$80K 0.03%
1,004
-8,439
180
$80K 0.03%
+491
181
$79K 0.03%
+197
182
$78K 0.03%
+672
183
$77K 0.03%
+729
184
$76K 0.03%
+2,582
185
$76K 0.03%
+1,380
186
$76K 0.03%
624
-3,843
187
$76K 0.03%
1,371
-13,298
188
$75K 0.03%
+1,092
189
$75K 0.03%
+840
190
$75K 0.03%
+1,087
191
$75K 0.03%
+1,446
192
$74K 0.03%
+2,170
193
$74K 0.03%
+987
194
$74K 0.03%
676
-6,049
195
$73K 0.03%
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196
$73K 0.03%
1,444
-15,670
197
$73K 0.03%
+1,109
198
$73K 0.03%
+1,363
199
$72K 0.03%
+885
200
$72K 0.03%
+909
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8
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