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
$431M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$999K
3
+$755K
4
MSFT icon
Microsoft
MSFT
+$716K
5
KO icon
Coca-Cola
KO
+$677K

Top Sells

1
+$1.47M
2
+$1.46M
3
+$1.45M
4
VTRS icon
Viatris
VTRS
+$427K
5
AME icon
Ametek
AME
+$282K

Sector Composition

1 Technology 22.68%
2 Financials 15.28%
3 Healthcare 14.43%
4 Consumer Discretionary 11.54%
5 Communication Services 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$219K 0.05%
4,700
352
$217K 0.05%
3,800
353
$216K 0.05%
3,700
354
$215K 0.05%
6,800
355
$215K 0.05%
5,300
356
$214K 0.05%
2,100
357
$213K 0.05%
4,900
358
$211K 0.05%
1,600
359
$211K 0.05%
4,000
360
$211K 0.05%
4,500
361
$210K 0.05%
1,600
362
$210K 0.05%
10,100
363
$209K 0.05%
3,700
364
$207K 0.05%
4,202
365
$207K 0.05%
4,700
366
$207K 0.05%
3,200
367
$205K 0.05%
7,200
368
$205K 0.05%
8,400
369
$202K 0.05%
4,200
370
$202K 0.05%
6,400
371
$201K 0.05%
5,200
372
$201K 0.05%
2,200
373
$200K 0.05%
2,600
374
$200K 0.05%
2,100
375
$199K 0.05%
11,700
13 14
15
16 17