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
351
$194K 0.01%
1,800
352
$181K 0.01%
10,400
353
$179K 0.01%
1,754
354
$178K 0.01%
5,300
355
$176K 0.01%
2,000
356
$176K 0.01%
4,900
357
$175K 0.01%
1,300
358
$174K 0.01%
1,400
359
$172K 0.01%
1,100
360
$169K 0.01%
1,500
361
$164K 0.01%
10,500
362
$155K 0.01%
1,300
363
$153K 0.01%
6,750
364
$153K 0.01%
3,276
365
$152K 0.01%
6,800
366
$130K 0.01%
700
367
$126K 0.01%
6,300
368
$107K 0.01%
4,000
369
$100K 0.01%
5,524
370
$99.8K 0.01%
3,700
371
$96.4K 0.01%
9,173
372
$94.8K 0.01%
3,000
373
-97,570
374
-9,800
375
-13,000