EOJOAM
E. Ohman J:or Asset Management Portfolio holdings
AUM
$4.03B
1-Year Return
22%
This Quarter Return
+1.82%
1 Year Return
+22%
3 Year Return
+111.73%
5 Year Return
+176.38%
10 Year Return
+540.83%
AUM
$431M
AUM Growth
+$11.4M
(+2.7%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
2.57%
Top 10 Holdings %
Top 10 Hldgs %
22.74%
Holding
534
New
7
Increased
48
Reduced
20
Closed
9
Top Buys
| 1 |
Citigroup
C
|
$999K |
| 2 |
Ford
F
|
$999K |
| 3 |
Johnson & Johnson
JNJ
|
$755K |
| 4 |
Microsoft
MSFT
|
$716K |
| 5 |
Coca-Cola
KO
|
$677K |
Top Sells
| 1 |
Apple
AAPL
|
$1.47M |
| 2 |
Netflix
NFLX
|
$1.46M |
| 3 |
AGN
ALLERGAN INC
AGN
|
$1.45M |
| 4 |
Viatris
VTRS
|
$427K |
| 5 |
Ametek
AME
|
$282K |
Sector Composition
| 1 | Technology | 22.68% |
| 2 | Financials | 15.28% |
| 3 | Healthcare | 14.43% |
| 4 | Consumer Discretionary | 11.54% |
| 5 | Communication Services | 7.99% |
