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
$296M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.07M
3
+$767K
4
AAPL icon
Apple
AAPL
+$427K
5
XOM icon
Exxon Mobil
XOM
+$338K

Top Sells

1
+$3.45M
2
+$812K
3
+$709K
4
AABA
Altaba Inc
AABA
+$564K
5
AMZN icon
Amazon
AMZN
+$289K

Sector Composition

1 Technology 16.03%
2 Financials 15.32%
3 Healthcare 14.6%
4 Communication Services 9.74%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$404K 0.14%
21,860
+160
177
$401K 0.14%
4,822
+239
178
$401K 0.14%
6,797
-344
179
$399K 0.13%
9,796
+472
180
$398K 0.13%
3,336
+465
181
$397K 0.13%
2,048
+72
182
$392K 0.13%
5,010
-255
183
$392K 0.13%
6,868
+424
184
$383K 0.13%
3,524
+524
185
$381K 0.13%
3,478
+40
186
$373K 0.13%
12,459
+581
187
$371K 0.13%
5,750
+160
188
$368K 0.12%
7,114
-581
189
$358K 0.12%
6,382
+207
190
$355K 0.12%
9,356
+581
191
$355K 0.12%
5,940
+355
192
$354K 0.12%
5,036
+751
193
$351K 0.12%
10,318
+1,643
194
$350K 0.12%
16,548
+568
195
$346K 0.12%
7,147
+378
196
$345K 0.12%
4,472
+285
197
$342K 0.12%
12,964
-510
198
$341K 0.12%
5,225
+235
199
$337K 0.11%
1,890
+297
200
$337K 0.11%
4,175
+209
6 7
8
9 10