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
201
$1.16M 0.14%
31,611
+2,252
202
$1.15M 0.14%
29,552
-836
203
$1.15M 0.14%
8,629
-630
204
$1.14M 0.14%
15,324
+617
205
$1.14M 0.14%
3,106
-570
206
$1.14M 0.14%
3,303
-4
207
$1.14M 0.14%
20,604
-1,203
208
$1.12M 0.14%
6,133
-338
209
$1.1M 0.13%
24,231
-237
210
$1.09M 0.13%
7,412
+183
211
$1.09M 0.13%
17,392
-3,210
212
$1.09M 0.13%
9,295
+450
213
$1.08M 0.13%
12,713
-756
214
$1.06M 0.13%
5,755
-556
215
$1.05M 0.13%
16,140
+7,393
216
$1.05M 0.13%
22,875
-95
217
$1.05M 0.13%
9,737
-5,357
218
$1.03M 0.13%
6,812
-12,805
219
$1M 0.12%
19,289
-10,926
220
$1M 0.12%
7,601
+56
221
$992K 0.12%
4,117
-79
222
$974K 0.12%
6,045
+25
223
$972K 0.12%
6,528
-207
224
$962K 0.12%
14,804
+398
225
$948K 0.12%
4,607
-323
7 8
9
10 11