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
$1.02B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.37M
3
+$8.04M
4
RHI icon
Robert Half
RHI
+$7.98M
5
AMZN icon
Amazon
AMZN
+$5.95M

Top Sells

1
+$5.85M
2
+$5.81M
3
+$5.61M
4
MHK icon
Mohawk Industries
MHK
+$5.47M
5
WMT icon
Walmart
WMT
+$4.97M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 14.33%
3 Financials 11.8%
4 Healthcare 9.94%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.52M 0.15%
14,871
-269
202
$1.52M 0.15%
19,445
-1,577
203
$1.5M 0.15%
15,071
+4,880
204
$1.5M 0.15%
26,455
+25,295
205
$1.49M 0.15%
24,244
+8,518
206
$1.48M 0.15%
5,059
-7,277
207
$1.47M 0.14%
6,290
-1,922
208
$1.43M 0.14%
10,756
-3,277
209
$1.43M 0.14%
28,783
-2,169
210
$1.42M 0.14%
4,886
-829
211
$1.42M 0.14%
21,999
+11,157
212
$1.41M 0.14%
20,031
-6,930
213
$1.4M 0.14%
15,053
-6,133
214
$1.4M 0.14%
5,604
-955
215
$1.39M 0.14%
27,614
-4,586
216
$1.39M 0.14%
10,050
+6,882
217
$1.37M 0.13%
15,687
-12,314
218
$1.37M 0.13%
8,217
-952
219
$1.37M 0.13%
17,202
-3,842
220
$1.36M 0.13%
34,560
-2,919
221
$1.36M 0.13%
40,738
-14,060
222
$1.35M 0.13%
8,484
-5,136
223
$1.35M 0.13%
26,938
-25,537
224
$1.31M 0.13%
7,759
-5,377
225
$1.3M 0.13%
18,687
+9,941
7 8
9
10 11