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
$3.18B
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1 +$33.1M
2 +$16.8M
3 +$11.2M
4
UPST icon
Upstart Holdings
UPST
+$10.3M
5
FRPT icon
Freshpet
FRPT
+$9.15M

Top Sells

1 +$26M
2 +$25.7M
3 +$21M
4
FTDR icon
Frontdoor
FTDR
+$16.5M
5
ONEM
1Life Healthcare
ONEM
+$9.33M

Sector Composition

1 Technology 29.64%
2 Financials 14.62%
3 Healthcare 14.38%
4 Communication Services 12.9%
5 Consumer Discretionary 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$828K 0.03%
5,700
-900
327
$823K 0.03%
17,200
328
$822K 0.03%
2,900
-300
329
$819K 0.03%
85,000
-12,000
330
$815K 0.03%
170
331
$812K 0.03%
15,900
+700
332
$812K 0.03%
56,952
333
$807K 0.03%
+3,900
334
$804K 0.03%
9,778
-1,000
335
$798K 0.03%
23,845
336
$792K 0.02%
12,300
337
$791K 0.02%
22,200
338
$782K 0.02%
13,100
339
$781K 0.02%
21,300
340
$775K 0.02%
6,400
341
$771K 0.02%
1,954
+200
342
$760K 0.02%
+98,000
343
$758K 0.02%
8,320
344
$748K 0.02%
17,528
345
$744K 0.02%
+11,800
346
$727K 0.02%
1,850
347
$724K 0.02%
4,700
-700
348
$718K 0.02%
3,300
+100
349
$716K 0.02%
7,500
+1,600
350
$715K 0.02%
6,600