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
$278M
AUM Growth
-$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.44M
3
+$3.97M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.63M
5
META icon
Meta Platforms (Facebook)
META
+$3.62M

Top Sells

1
+$101M
2
+$94.5M
3
+$6.25M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.09M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.98M

Sector Composition

1 Technology 15.44%
2 Financials 14.39%
3 Healthcare 14.2%
4 Industrials 9.83%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$364K 0.13%
4,264
+3,355
177
$363K 0.13%
1,742
+1,328
178
$363K 0.13%
6,444
+5,064
179
$362K 0.13%
9,324
+7,066
180
$361K 0.13%
4,583
+3,596
181
$361K 0.13%
2,964
+2,340
182
$361K 0.13%
6,148
+4,702
183
$357K 0.13%
5,443
+4,278
184
$357K 0.13%
11,878
+9,196
185
$356K 0.13%
27,697
+19,798
186
$352K 0.13%
5,223
+3,971
187
$350K 0.13%
2,156
+1,728
188
$342K 0.12%
5,590
+4,386
189
$339K 0.12%
8,775
+6,911
190
$336K 0.12%
2,871
+2,202
191
$335K 0.12%
6,252
+4,915
192
$334K 0.12%
1,976
+1,553
193
$334K 0.12%
4,990
+3,934
194
$332K 0.12%
2,667
+2,099
195
$330K 0.12%
3,000
+2,271
196
$327K 0.12%
4,187
+3,289
197
$325K 0.12%
+8,235
198
$325K 0.12%
6,454
+5,061
199
$324K 0.12%
6,433
+5,000
200
$323K 0.12%
6,175
+4,731
6 7
8
9 10