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
$431M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$999K
3
+$755K
4
MSFT icon
Microsoft
MSFT
+$716K
5
KO icon
Coca-Cola
KO
+$677K

Top Sells

1
+$1.47M
2
+$1.46M
3
+$1.45M
4
VTRS icon
Viatris
VTRS
+$427K
5
AME icon
Ametek
AME
+$282K

Sector Composition

1 Technology 22.68%
2 Financials 15.28%
3 Healthcare 14.43%
4 Consumer Discretionary 11.54%
5 Communication Services 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$292K 0.07%
2,300
277
$290K 0.07%
6,800
278
$290K 0.07%
3,300
279
$288K 0.07%
10,600
280
$284K 0.07%
3,500
281
$284K 0.07%
5,676
282
$282K 0.07%
4,113
283
$281K 0.07%
8,400
284
$278K 0.06%
5,600
285
$277K 0.06%
2,561
286
$271K 0.06%
2,300
287
$270K 0.06%
2,900
288
$269K 0.06%
6,600
289
$268K 0.06%
7,100
290
$267K 0.06%
28,300
291
$267K 0.06%
4,400
292
$267K 0.06%
1,900
293
$266K 0.06%
7,500
294
$265K 0.06%
2,300
295
$263K 0.06%
1,300
296
$261K 0.06%
3,100
297
$261K 0.06%
8,000
298
$261K 0.06%
5,800
299
$260K 0.06%
5,700
300
$259K 0.06%
1,100
10 11
12
13 14