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
251
$327K 0.08%
4,600
252
$327K 0.08%
1,900
253
$325K 0.08%
2,800
254
$324K 0.08%
7,800
255
$323K 0.07%
8,057
256
$322K 0.07%
1,400
257
$317K 0.07%
22,400
258
$314K 0.07%
5,907
259
$314K 0.07%
4,000
260
$314K 0.07%
6,600
261
$313K 0.07%
2,700
262
$313K 0.07%
3,100
263
$310K 0.07%
+1,330
264
$307K 0.07%
5,610
265
$305K 0.07%
3,200
266
$303K 0.07%
3,600
267
$302K 0.07%
24,000
268
$299K 0.07%
4,300
269
$299K 0.07%
4,700
270
$298K 0.07%
2,700
271
$295K 0.07%
10,000
272
$294K 0.07%
3,470
273
$293K 0.07%
3,200
274
$293K 0.07%
8,900
275
$292K 0.07%
10,280
9 10
11
12 13