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
$3.18B
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1 +$33.1M
2 +$16.8M
3 +$11.2M
4
UPST icon
Upstart Holdings
UPST
+$10.3M
5
FRPT icon
Freshpet
FRPT
+$9.15M

Top Sells

1 +$26M
2 +$25.7M
3 +$21M
4
FTDR icon
Frontdoor
FTDR
+$16.5M
5
ONEM
1Life Healthcare
ONEM
+$9.33M

Sector Composition

1 Technology 29.64%
2 Financials 14.62%
3 Healthcare 14.38%
4 Communication Services 12.9%
5 Consumer Discretionary 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$1.32M 0.04%
16,300
+800
252
$1.31M 0.04%
5,500
-400
253
$1.29M 0.04%
24,546
+3,157
254
$1.29M 0.04%
3,800
-400
255
$1.28M 0.04%
15,600
256
$1.27M 0.04%
31,500
+3,000
257
$1.27M 0.04%
34,800
258
$1.26M 0.04%
24,000
+3,300
259
$1.26M 0.04%
2,449
-200
260
$1.26M 0.04%
7,200
-600
261
$1.25M 0.04%
8,400
+1,200
262
$1.24M 0.04%
+16,800
263
$1.2M 0.04%
6,300
264
$1.2M 0.04%
8,400
265
$1.19M 0.04%
3,400
266
$1.19M 0.04%
2,400
267
$1.18M 0.04%
29,000
268
$1.16M 0.04%
6,400
+900
269
$1.16M 0.04%
5,600
270
$1.16M 0.04%
16,500
+2,500
271
$1.15M 0.04%
18,266
+12,074
272
$1.14M 0.04%
7,900
273
$1.11M 0.03%
283,500
274
$1.1M 0.03%
15,200
275
$1.1M 0.03%
71,000