EOJOAM

E. Ohman J:or Asset Management Portfolio holdings

AUM $4.25B
1-Year Est. Return 25.75%
This Quarter Est. Return
1 Year Est. Return
+25.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$999K
3
+$755K
4
MSFT icon
Microsoft
MSFT
+$716K
5
KO icon
Coca-Cola
KO
+$677K

Top Sells

1
+$1.47M
2
+$1.46M
3
+$1.45M
4
VTRS icon
Viatris
VTRS
+$427K
5
AME icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$388K 0.09%
+7,673
227
$384K 0.09%
3,700
228
$378K 0.09%
6,200
229
$376K 0.09%
3,296
230
$373K 0.09%
2,700
231
$372K 0.09%
10,700
232
$372K 0.09%
3,700
233
$370K 0.09%
4,082
-429
234
$364K 0.08%
7,900
235
$362K 0.08%
6,300
236
$362K 0.08%
19,200
237
$360K 0.08%
7,000
238
$357K 0.08%
7,300
239
$356K 0.08%
8,300
240
$356K 0.08%
15,000
+4,800
241
$354K 0.08%
6,300
242
$353K 0.08%
20,360
243
$345K 0.08%
4,500
244
$340K 0.08%
6,000
245
$335K 0.08%
3,000
246
$333K 0.08%
8,600
247
$331K 0.08%
4,800
248
$331K 0.08%
6,600
249
$328K 0.08%
6,100
250
$328K 0.08%
1,700
8 9
10
11 12