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
376
$199K 0.05%
4,500
377
$198K 0.05%
2,500
378
$198K 0.05%
3,100
379
$197K 0.05%
8,900
380
$196K 0.05%
7,300
381
$196K 0.05%
7,300
382
$195K 0.05%
2,100
383
$195K 0.05%
3,100
384
$195K 0.05%
8,307
385
$195K 0.05%
400
386
$194K 0.05%
2,900
387
$193K 0.04%
8,700
388
$192K 0.04%
3,500
+2,000
389
$192K 0.04%
17,400
390
$192K 0.04%
3,000
391
$192K 0.04%
7,500
392
$191K 0.04%
2,900
393
$191K 0.04%
8,800
-4,000
394
$190K 0.04%
4,200
395
$189K 0.04%
5,600
396
$188K 0.04%
360,000
397
$184K 0.04%
3,300
398
$184K 0.04%
9,000
399
$183K 0.04%
3,800
400
$182K 0.04%
3,500
14 15
16
17 18