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
$992M
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1 +$13.2M
2 +$9.82M
3 +$9.75M
4
AABA
Altaba Inc
AABA
+$8.72M
5
AMZN icon
Amazon
AMZN
+$6.97M

Top Sells

1 +$4.36M
2 +$3.19M
3 +$2.08M
4
PEP icon
PepsiCo
PEP
+$1.69M
5
MS icon
Morgan Stanley
MS
+$1.68M

Sector Composition

1 Technology 19.55%
2 Financials 18.44%
3 Consumer Discretionary 15.04%
4 Communication Services 14.2%
5 Healthcare 14.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$365K 0.04%
13,100
302
$364K 0.04%
26,900
303
$363K 0.04%
5,600
304
$360K 0.04%
5,600
+100
305
$359K 0.04%
5,700
306
$359K 0.04%
3,700
+1,200
307
$359K 0.04%
3,400
308
$358K 0.04%
8,500
309
$356K 0.04%
10,600
+2,500
310
$350K 0.04%
3,500
-1,200
311
$350K 0.04%
19,600
+7,000
312
$349K 0.04%
1,900
313
$348K 0.04%
4,845
314
$345K 0.03%
3,300
+1,200
315
$345K 0.03%
1,800
+200
316
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5,100
317
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3,800
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14,400
321
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1,400
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5,300
323
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8,400
324
$333K 0.03%
5,300
325
$333K 0.03%
9,300