EOJOAM
E. Ohman J:or Asset Management Portfolio holdings
AUM
$4.03B
1-Year Return
22%
This Quarter Return
+15.86%
1 Year Return
+22%
3 Year Return
+111.73%
5 Year Return
+176.38%
10 Year Return
+540.83%
AUM
$2.45B
AUM Growth
+$430M
(+21%)
Cap. Flow
+$187M
Cap. Flow
% of AUM
7.63%
Top 10 Holdings %
Top 10 Hldgs %
33.8%
Holding
456
New
27
Increased
169
Reduced
77
Closed
29
Top Buys
| 1 |
Apple
AAPL
|
+$64.3M |
| 2 |
SYNH
Syneos Health, Inc. Class A Common Stock
SYNH
|
+$26.2M |
| 3 |
Freshpet
FRPT
|
+$17.9M |
| 4 |
Penumbra
PEN
|
+$15.6M |
| 5 |
Encompass Health
EHC
|
+$15M |
Top Sells
| 1 |
NUVA
NuVasive, Inc.
NUVA
|
+$19.5M |
| 2 |
Microsoft
MSFT
|
+$15.8M |
| 3 |
Thermo Fisher Scientific
TMO
|
+$7.87M |
| 4 |
JPMorgan Chase
JPM
|
+$7.76M |
| 5 |
SIVB
SVB Financial Group
SIVB
|
+$7.14M |
Sector Composition
| 1 | Technology | 27.94% |
| 2 | Healthcare | 16% |
| 3 | Financials | 15.48% |
| 4 | Consumer Discretionary | 13.23% |
| 5 | Communication Services | 11.39% |
