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
$602M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1 +$5.48M
2 +$5.25M
3 +$4.66M
4
V icon
Visa
V
+$4.11M
5
XYL icon
Xylem
XYL
+$3.74M

Top Sells

1 +$8.64M
2 +$5M
3 +$4.14M
4
ROK icon
Rockwell Automation
ROK
+$3.66M
5
EBAY icon
eBay
EBAY
+$2.23M

Sector Composition

1 Technology 19.92%
2 Financials 14.87%
3 Healthcare 14.13%
4 Communication Services 13.72%
5 Consumer Discretionary 13.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$329K 0.05%
15,200
252
$326K 0.05%
6,600
253
$326K 0.05%
4,000
254
$324K 0.05%
1,900
255
$322K 0.05%
2,700
256
$321K 0.05%
2,800
-31,837
257
$320K 0.05%
9,500
+4,400
258
$319K 0.05%
1,400
259
$319K 0.05%
4,747
260
$316K 0.05%
3,900
+1,900
261
$316K 0.05%
2,900
262
$316K 0.05%
7,300
+3,500
263
$315K 0.05%
7,100
+2,500
264
$314K 0.05%
6,100
265
$308K 0.05%
2,300
266
$308K 0.05%
2,900
+1,400
267
$305K 0.05%
5,200
268
$301K 0.05%
7,400
+2,400
269
$300K 0.05%
5,600
270
$294K 0.05%
2,900
271
$290K 0.05%
1,100
272
$290K 0.05%
1,900
273
$288K 0.05%
3,200
-500
274
$287K 0.05%
2,561
275
$286K 0.05%
300