EOJOAM
E. Ohman J:or Asset Management Portfolio holdings
AUM
$4.3B
1-Year Est. Return
25.94%
1 Year Est. Return
+25.94%
AUM
$4.3B
AUM Growth
+$48.7M
(+1.1%)
Holding
495
Top Buys
| 1 | +$24.7M | |
| 2 | +$15.9M | |
| 3 | +$14.2M | |
| 4 |
Walmart Inc
WMT
|
+$12.8M |
| 5 |
Meta Platforms (Facebook)
META
|
+$10.9M |
Top Sells
| 1 | +$51.9M | |
| 2 | +$36.4M | |
| 3 | +$34.5M | |
| 4 |
Electronic Arts
EA
|
+$27.7M |
| 5 |
Surgery Partners
SGRY
|
+$20.9M |
Sector Composition
| 1 | Technology | 42.73% |
| 2 | Financials | 13.28% |
| 3 | Communication Services | 11.87% |
| 4 | Healthcare | 10.62% |
| 5 | Consumer Discretionary | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.45T
| $373M | 8.68% |
771,448
+5,501
|
|
||
2
NVIDIA
NVDA
$4.42T
| $339M | 7.89% |
1,818,749
-41,380
|
|
||
3
Alphabet (Google) Class A
GOOGL
$4.01T
| $286M | 6.65% |
913,060
-165,718
|
|
||
4
Apple
AAPL
$3.82T
| $243M | 5.67% |
895,538
-133,850
|
|
||
5
Amazon
AMZN
$2.55T
| $228M | 5.3% |
987,130
-87,477
|
|
||
6
Broadcom
AVGO
$1.6T
| $158M | 3.69% |
457,878
-22,232
|
|
||
7
IBM
IBM
$284B
| $98M | 2.28% |
330,846
-6,532
|
|
||
8
JPMorgan Chase
JPM
$837B
| $89.3M | 2.08% |
277,282
-42,117
|
|
||
9
Intuit
INTU
$161B
| $89.2M | 2.08% |
134,648
+1,682
|
|
||
10
Visa
V
$631B
| $85.7M | 2% |
244,415
-12,362
|
|
||
|
11
Meta Platforms (Facebook)
META
$1.56T
| $75.7M | 1.76% |
114,677
+16,513
|
|
||
12
Mastercard
MA
$488B
| $57.6M | 1.34% |
100,949
-6,794
|
|
||
13
Thermo Fisher Scientific
TMO
$231B
| $53.9M | 1.26% |
93,069
-11,292
|
|
||
14
Boston Scientific
BSX
$138B
| $53.8M | 1.25% |
564,471
+167,052
|
|
||
|
15
Alphabet (Google) Class C
GOOG
$4.02T
| $48.8M | 1.14% |
155,424
-22,412
|
|
||
16
Gilead Sciences
GILD
$152B
| $48.6M | 1.13% |
396,125
+71,478
|
|
||
17
Progressive
PGR
$121B
| $48.1M | 1.12% |
211,064
+872
|
|
||
18
Salesforce
CRM
$225B
| $46.5M | 1.08% |
175,552
+7,684
|
|
||
19
ServiceNow
NOW
$144B
| $46.1M | 1.07% |
300,840
+34,280
|
|
||
20
Comfort Systems
FIX
$36.2B
| $45.3M | 1.05% |
48,559
+21
|
|
||
21
Prologis
PLD
$121B
| $44.5M | 1.04% |
348,699
-5,089
|
|
||
22
AT&T
T
$167B
| $44.3M | 1.03% |
1,782,315
+53,924
|
|
||
23
Palo Alto Networks
PANW
$133B
| $44.1M | 1.03% |
239,195
-12,423
|
|
||
24
Blackrock
BLK
$167B
| $39.8M | 0.93% |
37,152
-953
|
|
||
25
Autodesk
ADSK
$56B
| $37.8M | 0.88% |
127,562
+436
|
|