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
$1.05B
AUM Growth
+$787M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$15.8M
3
+$13.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$13.6M
5
MSFT icon
Microsoft
MSFT
+$11M

Top Sells

1
+$304K
2
+$263K
3
+$257K
4
PEP icon
PepsiCo
PEP
+$246K
5
PM icon
Philip Morris
PM
+$233K

Sector Composition

1 Financials 16.05%
2 Consumer Discretionary 14.66%
3 Technology 14.09%
4 Industrials 12.36%
5 Healthcare 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.83M 0.17%
35,086
+20,019
177
$1.8M 0.17%
6,697
+4,940
178
$1.79M 0.17%
21,022
+16,344
179
$1.79M 0.17%
41,165
-5,915
180
$1.74M 0.17%
43,101
+39,139
181
$1.74M 0.17%
+8,212
182
$1.71M 0.16%
25,140
+18,639
183
$1.68M 0.16%
+27,207
184
$1.68M 0.16%
+32,200
185
$1.67M 0.16%
15,264
-2,255
186
$1.66M 0.16%
16,708
-2,340
187
$1.65M 0.16%
15,140
+13,015
188
$1.59M 0.15%
14,134
+12,977
189
$1.59M 0.15%
15,225
+6,777
190
$1.59M 0.15%
6,559
+1,001
191
$1.56M 0.15%
5,715
+3,124
192
$1.56M 0.15%
23,986
+19,455
193
$1.54M 0.15%
9,169
+5,077
194
$1.53M 0.15%
13,149
+7,762
195
$1.53M 0.15%
8,951
+7,322
196
$1.52M 0.15%
55,820
+38,950
197
$1.52M 0.15%
37,374
+20,108
198
$1.51M 0.14%
9,853
+7,979
199
$1.51M 0.14%
22,531
+18,535
200
$1.5M 0.14%
13,845
+10,595
6 7
8
9 10