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
$806M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$5.22M
3
+$3.9M
4
CMCSA icon
Comcast
CMCSA
+$3.77M
5
PG icon
Procter & Gamble
PG
+$3.27M

Top Sells

1
+$6.32M
2
+$6.09M
3
+$4.72M
4
OMC icon
Omnicom Group
OMC
+$3.79M
5
CAT icon
Caterpillar
CAT
+$3.05M

Sector Composition

1 Technology 17.24%
2 Consumer Discretionary 13.1%
3 Financials 9.67%
4 Utilities 8.58%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.37M 0.17%
+369
177
$1.37M 0.17%
5,584
-667
178
$1.35M 0.17%
9,101
-1,244
179
$1.35M 0.17%
11,414
-950
180
$1.35M 0.17%
10,802
-1,311
181
$1.34M 0.17%
12,360
-173
182
$1.33M 0.17%
24,080
-3,655
183
$1.33M 0.16%
6,870
-316
184
$1.32M 0.16%
11,639
-1,061
185
$1.32M 0.16%
20,602
-2,928
186
$1.3M 0.16%
9,174
+3,498
187
$1.29M 0.16%
12,502
+3,304
188
$1.27M 0.16%
16,778
-278
189
$1.26M 0.16%
28,774
-964
190
$1.25M 0.16%
14,236
-1,286
191
$1.25M 0.16%
11,490
-1,566
192
$1.24M 0.15%
3,307
-464
193
$1.24M 0.15%
36,377
-5,336
194
$1.22M 0.15%
+15,432
195
$1.21M 0.15%
6,292
-795
196
$1.21M 0.15%
21,807
-794
197
$1.2M 0.15%
8,745
-359
198
$1.2M 0.15%
4,856
-300
199
$1.2M 0.15%
5,545
-246
200
$1.15M 0.14%
28,076
+1,311
6 7
8
9 10