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
201
$1.49M 0.14%
18,945
+16,162
202
$1.47M 0.14%
9,087
+4,465
203
$1.46M 0.14%
7,934
+5,879
204
$1.45M 0.14%
3,476
+2,522
205
$1.44M 0.14%
24,290
+9,365
206
$1.39M 0.13%
+8,850
207
$1.37M 0.13%
16,049
+12,895
208
$1.36M 0.13%
37,479
+19,684
209
$1.35M 0.13%
5,613
+2,590
210
$1.33M 0.13%
6,645
+4,817
211
$1.31M 0.12%
+12,304
212
$1.31M 0.12%
12,987
+11,217
213
$1.3M 0.12%
6,781
+3,288
214
$1.28M 0.12%
12,122
+5,040
215
$1.28M 0.12%
20,479
-3,051
216
$1.27M 0.12%
18,503
+16,069
217
$1.27M 0.12%
12,280
+9,376
218
$1.26M 0.12%
114,130
+61,067
219
$1.26M 0.12%
19,800
+17,955
220
$1.25M 0.12%
8,450
+6,423
221
$1.24M 0.12%
8,578
+5,069
222
$1.23M 0.12%
24,464
+22,223
223
$1.18M 0.11%
37,232
+27,272
224
$1.18M 0.11%
11,170
+9,393
225
$1.17M 0.11%
33,504
+24,324
7 8
9
10 11