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
351
$713K 0.02%
14,000
-9,800
352
$695K 0.02%
1,600
353
$693K 0.02%
5,800
-1,300
354
$689K 0.02%
13,684
355
$684K 0.02%
11,396
356
$683K 0.02%
12,900
357
$675K 0.02%
5,800
358
$673K 0.02%
1,600
359
$670K 0.02%
8,355
360
$664K 0.02%
3,180
361
$660K 0.02%
4,020
362
$657K 0.02%
3,930
363
$651K 0.02%
5,700
364
$649K 0.02%
13,016
365
$642K 0.02%
5,185
-1,000
366
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8,300
-1,300
367
$630K 0.02%
8,700
368
$625K 0.02%
30,500
369
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5,200
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370
$615K 0.02%
6,100
371
$592K 0.02%
5,879
372
$589K 0.02%
23,300
373
$582K 0.02%
+4,000
374
$580K 0.02%
5,400
-73,490
375
$579K 0.02%
3,700