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
301
$647K 0.03%
7,100
-1,100
302
$646K 0.03%
140
303
$645K 0.03%
26,100
304
$644K 0.03%
19,600
-2,900
305
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19,300
306
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2,800
+700
307
$639K 0.03%
30,300
+4,500
308
$636K 0.03%
2,200
309
$625K 0.03%
+3,500
310
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+100
311
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2,000
312
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29,000
313
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314
$612K 0.03%
4,900
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315
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7,000
316
$599K 0.03%
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317
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318
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319
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320
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+12,900
321
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322
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323
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5,100
324
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+10,000
325
$564K 0.02%
4,700