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
376
$381K 0.02%
4,800
377
$381K 0.02%
7,078
378
$371K 0.02%
7,588
379
$371K 0.02%
8,200
380
$366K 0.02%
10,700
381
$365K 0.02%
4,800
-1,200
382
$362K 0.02%
30,500
383
$358K 0.02%
6,300
384
$354K 0.02%
4,631
385
$352K 0.02%
+2,000
386
$342K 0.02%
+10,500
387
$330K 0.02%
+5,900
388
$327K 0.01%
5,800
389
$312K 0.01%
6,200
-11,600
390
$305K 0.01%
2,100
391
$303K 0.01%
2,100
392
$301K 0.01%
41,400
393
$297K 0.01%
2,200
394
$289K 0.01%
1,300
395
$287K 0.01%
2,400
396
$283K 0.01%
42,000
397
$281K 0.01%
3,400
398
$280K 0.01%
2,500
399
$279K 0.01%
6,084
-2,691
400
$275K 0.01%
9,700