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
201
$336K 0.11%
6,872
+659
202
$333K 0.11%
5,050
+802
203
$333K 0.11%
5,152
-291
204
$330K 0.11%
22,432
-5,265
205
$329K 0.11%
6,948
+362
206
$328K 0.11%
4,411
+232
207
$327K 0.11%
6,054
-400
208
$324K 0.11%
3,296
-189
209
$321K 0.11%
5,957
+919
210
$320K 0.11%
6,918
+371
211
$320K 0.11%
2,818
+151
212
$319K 0.11%
1,897
-259
213
$318K 0.11%
4,879
+684
214
$317K 0.11%
988
+57
215
$312K 0.11%
6,464
-375
216
$311K 0.11%
8,547
+312
217
$310K 0.1%
4,804
-312
218
$309K 0.1%
3,881
+187
219
$307K 0.1%
2,082
+165
220
$305K 0.1%
1,891
+116
221
$304K 0.1%
1,251
-64
222
$304K 0.1%
10,143
+629
223
$302K 0.1%
4,688
+234
224
$299K 0.1%
4,060
-294
225
$298K 0.1%
7,004
-501
7 8
9
10 11