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
$1.59B
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$11.2M
3 +$7.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.69M
5
C icon
Citigroup
C
+$4.5M

Top Sells

1 +$11.6M
2 +$10.2M
3 +$9.03M
4
SBUX icon
Starbucks
SBUX
+$8.96M
5
NVDA icon
NVIDIA
NVDA
+$4.86M

Sector Composition

1 Technology 26.6%
2 Financials 18.49%
3 Communication Services 15.81%
4 Consumer Discretionary 12.71%
5 Healthcare 12.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$337K 0.02%
1,300
-700
302
$336K 0.02%
2,700
303
$334K 0.02%
2,500
304
$334K 0.02%
1,600
305
$331K 0.02%
3,778
306
$329K 0.02%
12,511
307
$328K 0.02%
1,000
308
$327K 0.02%
4,700
309
$319K 0.02%
4,300
310
$318K 0.02%
2,800
311
$311K 0.02%
1,900
312
$306K 0.02%
4,100
313
$302K 0.02%
9,600
314
$301K 0.02%
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315
$296K 0.02%
1,300
316
$292K 0.02%
3,300
317
$288K 0.02%
3,400
318
$288K 0.02%
15,000
319
$282K 0.02%
13,100
320
$280K 0.02%
5,100
321
$280K 0.02%
+4,100
322
$279K 0.02%
8,634
323
$278K 0.02%
3,300
324
$270K 0.02%
3,409
325
$266K 0.02%
2,700