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
$2.19B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1 +$28.1M
2 +$22.1M
3 +$21.1M
4
UNH icon
UnitedHealth
UNH
+$16M
5
THC icon
Tenet Healthcare
THC
+$11.8M

Top Sells

1 +$31.2M
2 +$20.6M
3 +$17.1M
4
PEN icon
Penumbra
PEN
+$11M
5
MS icon
Morgan Stanley
MS
+$10.9M

Sector Composition

1 Technology 28.8%
2 Healthcare 17.49%
3 Financials 16.25%
4 Consumer Discretionary 11.29%
5 Communication Services 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$858K 0.04%
+2,600
252
$842K 0.04%
2,100
-300
253
$842K 0.04%
3,800
254
$841K 0.04%
6,600
255
$837K 0.04%
3,100
-300
256
$836K 0.04%
13,500
257
$829K 0.04%
17,200
258
$829K 0.04%
50,000
-72,500
259
$822K 0.04%
3,339
260
$808K 0.04%
3,700
261
$800K 0.04%
+12,000
262
$798K 0.04%
11,200
-1,400
263
$793K 0.04%
6,800
264
$780K 0.04%
22,700
265
$778K 0.04%
4,423
266
$772K 0.04%
10,700
267
$761K 0.03%
2,600
-300
268
$759K 0.03%
11,609
269
$751K 0.03%
8,600
270
$739K 0.03%
15,300
-2,300
271
$736K 0.03%
10,300
-1,500
272
$736K 0.03%
8,600
273
$717K 0.03%
+5,300
274
$715K 0.03%
5,200
275
$707K 0.03%
+2,650