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
$878M
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.1M
3
+$12.8M
4
HD icon
Home Depot
HD
+$8.7M
5
NKE icon
Nike
NKE
+$8.11M

Top Sells

1
+$8.17M
2
+$5.32M
3
+$5.09M
4
GRMN icon
Garmin
GRMN
+$1.95M
5
BALL icon
Ball Corp
BALL
+$1.63M

Sector Composition

1 Technology 16.43%
2 Consumer Discretionary 14.1%
3 Industrials 10.46%
4 Financials 9%
5 Utilities 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.53M 0.17%
5,290
+4,601
177
$1.52M 0.17%
24,332
-748
178
$1.49M 0.17%
10,895
+8,345
179
$1.49M 0.17%
13,033
+12,228
180
$1.47M 0.17%
18,286
+2,090
181
$1.47M 0.17%
7,729
+782
182
$1.47M 0.17%
6,735
+5,203
183
$1.46M 0.17%
39,323
+26,914
184
$1.46M 0.17%
25,403
+5,950
185
$1.44M 0.16%
47,174
+43,437
186
$1.42M 0.16%
31,257
+26,223
187
$1.41M 0.16%
8,007
+6,837
188
$1.4M 0.16%
7,667
+4,409
189
$1.38M 0.16%
28,930
+936
190
$1.38M 0.16%
8,728
+7,301
191
$1.38M 0.16%
12,199
+9,894
192
$1.37M 0.16%
24,747
+3,069
193
$1.37M 0.16%
28,703
+11,177
194
$1.34M 0.15%
5,501
+2,572
195
$1.34M 0.15%
43,542
+9,991
196
$1.31M 0.15%
6,873
+3,165
197
$1.3M 0.15%
13,822
+10,495
198
$1.3M 0.15%
7,598
+425
199
$1.3M 0.15%
7,376
+6,118
200
$1.28M 0.15%
7,040
+4,302
6 7
8
9 10