EOJOAM
E. Ohman J:or Asset Management Portfolio holdings
AUM
$4.03B
1-Year Return
22%
This Quarter Return
+2.14%
1 Year Return
+22%
3 Year Return
+111.73%
5 Year Return
+176.38%
10 Year Return
+540.83%
AUM
$409M
AUM Growth
+$1.86M
(+0.46%)
Cap. Flow
-$3.92M
Cap. Flow
% of AUM
-0.96%
Top 10 Holdings %
Top 10 Hldgs %
23.5%
Holding
516
New
6
Increased
13
Reduced
31
Closed
3
Top Buys
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$206K |
| 2 |
Meta Platforms (Facebook)
META
|
$198K |
| 3 |
Ally Financial
ALLY
|
$167K |
| 4 |
Liberty Media Series C
FWONK
|
$150K |
| 5 |
Thermo Fisher Scientific
TMO
|
$146K |
Top Sells
Sector Composition
| 1 | Technology | 23.55% |
| 2 | Financials | 15.06% |
| 3 | Healthcare | 13.89% |
| 4 | Consumer Discretionary | 10.01% |
| 5 | Communication Services | 8.28% |
