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
$2.29B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1 +$26M
2 +$25.6M
3 +$24.1M
4
UNH icon
UnitedHealth
UNH
+$14.7M
5
FTNT icon
Fortinet
FTNT
+$12.8M

Top Sells

1 +$31.3M
2 +$27.3M
3 +$16.7M
4
PEN icon
Penumbra
PEN
+$14M
5
COF icon
Capital One
COF
+$12.3M

Sector Composition

1 Technology 27.03%
2 Financials 18.25%
3 Healthcare 17.45%
4 Consumer Discretionary 10.7%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$932K 0.04%
6,400
-900
252
$922K 0.04%
12,000
253
$921K 0.04%
6,800
254
$920K 0.04%
11,100
-100
255
$918K 0.04%
3,800
256
$898K 0.04%
63,700
-7,300
257
$898K 0.04%
10,700
258
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4,423
259
$888K 0.04%
381,000
260
$880K 0.04%
+3,800
261
$878K 0.04%
2,564
262
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40,200
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263
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264
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265
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-1,600
266
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2,900
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267
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-10,000
270
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271
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272
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-4,000
273
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15,800
274
$824K 0.04%
5,200
275
$800K 0.04%
3,700