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
276
$786K 0.03%
3,339
277
$777K 0.03%
11,609
278
$776K 0.03%
3,400
279
$770K 0.03%
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280
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281
$761K 0.03%
8,600
282
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3,700
-1,300
283
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284
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285
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286
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14,300
287
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7,000
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288
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289
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290
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8,700
291
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292
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293
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294
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295
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296
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298
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15,300
299
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22,800
300
$649K 0.03%
7,700
-323,329