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
$1.52B
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1 +$19.2M
2 +$13.1M
3 +$7.82M
4
CL icon
Colgate-Palmolive
CL
+$6.66M
5
VZ icon
Verizon
VZ
+$5.36M

Top Sells

1 +$23.2M
2 +$17.7M
3 +$9.94M
4
XYL icon
Xylem
XYL
+$7.01M
5
SBUX icon
Starbucks
SBUX
+$4.81M

Sector Composition

1 Technology 26.56%
2 Financials 17.81%
3 Communication Services 14.79%
4 Healthcare 13.63%
5 Consumer Discretionary 13.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$388K 0.03%
+6,900
277
$386K 0.03%
3,700
-1,100
278
$385K 0.03%
4,400
279
$385K 0.03%
2,900
280
$381K 0.03%
20,600
281
$373K 0.02%
24,203
+12,300
282
$372K 0.02%
13,000
283
$368K 0.02%
1,600
284
$361K 0.02%
2,800
+500
285
$360K 0.02%
4,200
-4,100
286
$359K 0.02%
1,600
287
$358K 0.02%
7,600
288
$355K 0.02%
7,100
289
$352K 0.02%
6,200
-1,500
290
$348K 0.02%
6,200
291
$346K 0.02%
4,200
+2,000
292
$345K 0.02%
3,200
293
$345K 0.02%
2,700
-900
294
$341K 0.02%
24,700
-8,900
295
$338K 0.02%
7,100
+500
296
$334K 0.02%
4,100
297
$333K 0.02%
+2,700
298
$332K 0.02%
2,500
299
$329K 0.02%
2,700
300
$327K 0.02%
1,900
-500