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
$821M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$5.22M
3
+$5.22M
4
NWL icon
Newell Brands
NWL
+$5.17M
5
APTV icon
Aptiv
APTV
+$3.79M

Top Sells

1
+$6.65M
2
+$5.94M
3
+$4.72M
4
HAS icon
Hasbro
HAS
+$4.6M
5
DIS icon
Walt Disney
DIS
+$4.48M

Sector Composition

1 Technology 16.25%
2 Consumer Discretionary 14.27%
3 Financials 10.04%
4 Industrials 8.17%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.38M 0.17%
28,382
-5,871
177
$1.36M 0.17%
37,865
-8,375
178
$1.35M 0.16%
9,165
+420
179
$1.35M 0.16%
11,671
-831
180
$1.32M 0.16%
4,397
+50
181
$1.31M 0.16%
9,951
+199
182
$1.3M 0.16%
9,045
-1,632
183
$1.3M 0.16%
23,322
+1,221
184
$1.29M 0.16%
5,866
+212
185
$1.29M 0.16%
4,846
-10
186
$1.28M 0.16%
11,407
-83
187
$1.28M 0.16%
21,503
-12,219
188
$1.26M 0.15%
12,534
+895
189
$1.26M 0.15%
20,974
-4,356
190
$1.24M 0.15%
9,072
-29
191
$1.23M 0.15%
22,874
-2,562
192
$1.23M 0.15%
35,345
-1,032
193
$1.22M 0.15%
13,873
-363
194
$1.22M 0.15%
24,348
-3,728
195
$1.22M 0.15%
6,019
-273
196
$1.21M 0.15%
8,763
-411
197
$1.19M 0.14%
6,015
-75
198
$1.18M 0.14%
5,602
+57
199
$1.17M 0.14%
5,498
-86
200
$1.16M 0.14%
15,059
-2,795
6 7
8
9 10