EOJOAM
E. Ohman J:or Asset Management Portfolio holdings
AUM
$4.25B
1-Year Est. Return
25.75%
1 Year Est. Return
+25.75%
AUM
$4.25B
AUM Growth
+$220M
(+5.5%)
Holding
411
Top Buys
| 1 | +$41.1M | |
| 2 | +$30.2M | |
| 3 | +$9.06M | |
| 4 |
Uber
UBER
|
+$8.18M |
| 5 |
Progressive
PGR
|
+$7.33M |
Top Sells
| 1 | +$33.7M | |
| 2 | +$22.5M | |
| 3 | +$21.5M | |
| 4 |
NVIDIA
NVDA
|
+$17.1M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$15.3M |
Sector Composition
| 1 | Technology | 43.12% |
| 2 | Financials | 13.63% |
| 3 | Communication Services | 12.59% |
| 4 | Consumer Discretionary | 9.69% |
| 5 | Healthcare | 9.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.66T
| $397M | 9.34% |
765,947
-18,609
|
|
||
|
2
NVIDIA
NVDA
$4.3T
| $347M | 8.17% |
1,860,129
-91,642
|
|
||
|
3
Alphabet (Google) Class A
GOOGL
$3.86T
| $262M | 6.17% |
1,078,778
-62,797
|
|
||
4
Apple
AAPL
$4.12T
| $262M | 6.17% |
1,029,388
-446
|
|
||
5
Amazon
AMZN
$2.49T
| $236M | 5.55% |
1,074,607
+1,203
|
|
||
6
Broadcom
AVGO
$1.9T
| $158M | 3.73% |
480,110
-10,486
|
|
||
7
JPMorgan Chase
JPM
$852B
| $101M | 2.37% |
319,399
-9,005
|
|
||
8
IBM
IBM
$288B
| $95.2M | 2.24% |
337,378
-4,300
|
|
||
9
Intuit
INTU
$176B
| $90.8M | 2.14% |
132,966
+5,532
|
|
||
10
Visa
V
$645B
| $87.7M | 2.06% |
256,777
-6,250
|
|
||
11
Meta Platforms (Facebook)
META
$1.63T
| $72.1M | 1.7% |
98,164
+600
|
|
||
12
Mastercard
MA
$494B
| $61.3M | 1.44% |
107,743
+1,000
|
|
||
|
13
Progressive
PGR
$134B
| $51.9M | 1.22% |
210,192
+29,680
|
|
||
14
Palo Alto Networks
PANW
$133B
| $51.2M | 1.21% |
251,618
|
|
||
15
Thermo Fisher Scientific
TMO
$222B
| $50.6M | 1.19% |
104,361
+18,686
|
|
||
16
ServiceNow
NOW
$169B
| $49.1M | 1.16% |
53,312
+44,623
|
|
||
17
AT&T
T
$184B
| $48.8M | 1.15% |
1,728,391
-146,558
|
|
||
18
Veeva Systems
VEEV
$39.5B
| $47.2M | 1.11% |
158,589
|
|
||
19
Blackrock
BLK
$162B
| $44.4M | 1.05% |
38,105
-1,622
|
|
||
|
20
Alphabet (Google) Class C
GOOG
$3.86T
| $43.3M | 1.02% |
177,836
-5,800
|
|
||
21
Prologis
PLD
$119B
| $40.5M | 0.95% |
353,788
+26,881
|
|
||
22
Autodesk
ADSK
$64.3B
| $40.4M | 0.95% |
127,126
|
|
||
23
Comfort Systems
FIX
$34.5B
| $40.1M | 0.94% |
48,538
-26,090
|
|
||
24
Salesforce
CRM
$219B
| $39.8M | 0.94% |
167,868
+700
|
|
||
25
Boston Scientific
BSX
$151B
| $38.8M | 0.91% |
397,419
-16,897
|
|