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
$2.19B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1 +$28.1M
2 +$22.1M
3 +$21.1M
4
UNH icon
UnitedHealth
UNH
+$16M
5
THC icon
Tenet Healthcare
THC
+$11.8M

Top Sells

1 +$31.2M
2 +$20.6M
3 +$17.1M
4
PEN icon
Penumbra
PEN
+$11M
5
MS icon
Morgan Stanley
MS
+$10.9M

Sector Composition

1 Technology 28.8%
2 Healthcare 17.49%
3 Financials 16.25%
4 Consumer Discretionary 11.29%
5 Communication Services 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$460K 0.02%
4,100
352
$460K 0.02%
15,000
353
$456K 0.02%
3,885
-900
354
$448K 0.02%
3,600
355
$445K 0.02%
2,000
356
$440K 0.02%
7,400
-1,700
357
$436K 0.02%
+1,200
358
$434K 0.02%
13,700
359
$433K 0.02%
+2,200
360
$423K 0.02%
2,100
-700
361
$412K 0.02%
5,500
362
$412K 0.02%
1,000
363
$411K 0.02%
13,738
-3,000
364
$406K 0.02%
8,700
365
$403K 0.02%
3,100
-4,600
366
$403K 0.02%
2,000
-500
367
$402K 0.02%
13,016
368
$401K 0.02%
6,100
369
$396K 0.02%
8,400
370
$396K 0.02%
14,314
371
$394K 0.02%
+10,500
372
$393K 0.02%
5,000
+1,200
373
$388K 0.02%
4,300
-1,200
374
$388K 0.02%
2,480
375
$384K 0.02%
5,691