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
326
$265K 0.02%
5,900
327
$264K 0.02%
3,000
+1,000
328
$260K 0.02%
8,100
329
$259K 0.02%
2,200
330
$258K 0.02%
3,100
331
$255K 0.02%
1,400
332
$245K 0.02%
6,300
333
$243K 0.02%
1,000
334
$240K 0.02%
5,400
335
$238K 0.02%
3,600
336
$236K 0.01%
15,400
337
$231K 0.01%
4,500
-2,600
338
$230K 0.01%
37,248
339
$229K 0.01%
2,400
340
$220K 0.01%
+2,300
341
$211K 0.01%
1,500
342
$210K 0.01%
6,200
343
$209K 0.01%
8,500
344
$208K 0.01%
7,000
345
$204K 0.01%
13,100
346
$199K 0.01%
4,500
-1,900
347
$199K 0.01%
9,700
348
$197K 0.01%
6,600
349
$195K 0.01%
4,700
-2,800
350
$194K 0.01%
3,600
+1,100