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
$1.59B
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$11.2M
3 +$7.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.69M
5
C icon
Citigroup
C
+$4.5M

Top Sells

1 +$11.6M
2 +$10.2M
3 +$9.03M
4
SBUX icon
Starbucks
SBUX
+$8.96M
5
NVDA icon
NVIDIA
NVDA
+$4.86M

Sector Composition

1 Technology 26.6%
2 Financials 18.49%
3 Communication Services 15.81%
4 Consumer Discretionary 12.71%
5 Healthcare 12.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$469K 0.03%
+49,000
252
$469K 0.03%
7,100
253
$465K 0.03%
2,100
254
$454K 0.03%
4,900
255
$453K 0.03%
24,203
256
$449K 0.03%
6,800
257
$448K 0.03%
2,800
258
$446K 0.03%
4,200
+1,800
259
$443K 0.03%
24,500
260
$439K 0.03%
1,600
261
$437K 0.03%
3,026
262
$435K 0.03%
10,982
263
$434K 0.03%
8,600
+3,000
264
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21,600
265
$431K 0.03%
+6,000
266
$430K 0.03%
20,600
267
$430K 0.03%
16,500
268
$430K 0.03%
4,900
269
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270
$412K 0.03%
25,200
271
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2,900
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272
$400K 0.03%
4,700
273
$398K 0.03%
16,100
274
$394K 0.02%
4,400
275
$394K 0.02%
6,900