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
1
$24.6M 2.41%
531,404
+199,824
2
$24.5M 2.4%
288,520
+70,060
3
$20.5M 2.01%
207,994
-16,621
4
$14.9M 1.46%
180,359
+97,129
5
$13.6M 1.33%
163,042
-69,748
6
$12.3M 1.21%
63,160
-5,208
7
$11.9M 1.16%
61,183
-3,997
8
$11.6M 1.14%
145,910
-17,808
9
$11.2M 1.1%
60,084
-7,925
10
$10.8M 1.06%
85,770
+46,299
11
$10.7M 1.04%
247,988
-12,138
12
$9.82M 0.96%
205,692
+22,939
13
$9.19M 0.9%
123,233
+2,953
14
$8.98M 0.88%
67,493
-20,089
15
$8.87M 0.87%
148,389
+139,945
16
$8.75M 0.86%
203,536
+74,404
17
$8.68M 0.85%
127,058
-18,797
18
$8.66M 0.85%
155,180
-9,700
19
$8.58M 0.84%
151,960
-10,880
20
$8.28M 0.81%
135,682
-9,221
21
$8.26M 0.81%
467,095
-49,090
22
$8.23M 0.8%
177,848
-27,204
23
$8.2M 0.8%
125,896
+122,559
24
$8.12M 0.79%
73,912
-13,334
25
$8.09M 0.79%
123,137
+8,806
1
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