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EOJOAM

E. Ohman J:or Asset Management Portfolio holdings

AUM $4.3B
1-Year Est. Return 29.55%
This Fund
S&P 500
This Quarter Est. Return
+22.53%
1 Year Est. Return
+29.55%
3 Year Est. Return
+110.24%
5 Year Est. Return
+144.75%
10 Year Est. Return
+695.34%
AUM
$4.3B
AUM Growth
+$519M
Cap. Flow
-$26.3M
Cap. Flow %
-0.61%
Top 10 Hldgs %
43.48%
Holding
487
New
10
Increased
143
Reduced
81
Closed
22

Top Buys

1
LLY icon
Eli Lilly
LLY
+$38.6M
2
SYK icon
Stryker
SYK
+$37.7M
3
COF icon
Capital One
COF
+$33.6M
4
DOV icon
Dover
DOV
+$31M
5
RDNT icon
RadNet
RDNT
+$23.4M

Top Sells

1
CBOE icon
Cboe Global Markets
CBOE
+$56.7M
2
GILD icon
Gilead Sciences
GILD
+$44.4M
3
T icon
AT&T
T
+$34.8M
4
INTU icon
Intuit
INTU
+$32.5M
5
BSX icon
Boston Scientific
BSX
+$29.4M

Sector Composition

1 Technology 43.83%
2 Financials 13.15%
3 Healthcare 10.01%
4 Communication Services 9.79%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRO icon
376
Brown & Brown
BRO
$23.2B
$654K 0.02%
10,194
– –
GIS icon
377
General Mills
GIS
$19.5B
$633K 0.01%
18,200
– –
FWONK icon
378
Liberty Media Series C
FWONK
$25.3B
$628K 0.01%
6,600
-2,300
-26% -$206K
KIM icon
379
Kimco Realty
KIM
$17B
$624K 0.01%
24,600
– –
DOW icon
380
Dow Inc
DOW
$21.8B
$617K 0.01%
22,560
– –
BZ icon
381
Kanzhun
BZ
$6.36B
$616K 0.01%
47,900
+8,000
+20% +$110K
INCY icon
382
Incyte
INCY
$23B
$614K 0.01%
5,413
– –
RYTM icon
383
Rhythm Pharmaceuticals
RYTM
$7.54B
$613K 0.01%
5,523
+1,114
+25% +$101K
EFX icon
384
Equifax
EFX
$19.9B
$612K 0.01%
3,853
– –
J icon
385
Jacobs Solutions
J
$15.3B
$605K 0.01%
4,800
– –
INVH icon
386
Invitation Homes
INVH
$18B
$593K 0.01%
19,643
– –
NBIX icon
387
Neurocrine Biosciences
NBIX
$17.3B
$592K 0.01%
3,512
– –
DKS icon
388
Dick's Sporting Goods
DKS
$18.9B
$591K 0.01%
2,607
– –
MSTR icon
389
Strategy Inc
MSTR
$35.4B
$588K 0.01%
6,763
-2,500
-27% -$363K
RDY icon
390
Dr. Reddy's Laboratories
RDY
$10.7B
$580K 0.01%
40,000
– –
FDXF
391
FedEx Freight
FDXF
$21.6B
$578K 0.01%
+3,827
New +$627K
ASTS icon
392
AST SpaceMobile
ASTS
$20.6B
$578K 0.01%
6,500
– –
ZS icon
393
Zscaler
ZS
$24.6B
$572K 0.01%
4,050
– –
RIVN icon
394
Rivian
RIVN
$25.3B
$569K 0.01%
32,800
– –
REG icon
395
Regency Centers
REG
$14.7B
$564K 0.01%
7,078
– –
ZBH icon
396
Zimmer Biomet
ZBH
$17.6B
$560K 0.01%
6,506
– –
RDDT icon
397
Reddit
RDDT
$39.1B
$560K 0.01%
3,224
– –
MAA icon
398
Mid-America Apartment Communities
MAA
$15.6B
$555K 0.01%
3,995
– –
AFRM icon
399
Affirm
AFRM
$28.3B
$551K 0.01%
6,760
– –
HTHT icon
400
Huazhu Hotels Group
HTHT
$12.7B
$551K 0.01%
13,200
– –
14 15
16
17 18

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