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
401
$182K 0.04%
6,400
402
$182K 0.04%
4,800
403
$180K 0.04%
4,000
404
$180K 0.04%
5,300
405
$180K 0.04%
3,600
406
$180K 0.04%
7,900
407
$179K 0.04%
8,200
408
$178K 0.04%
3,900
409
$177K 0.04%
4,600
410
$176K 0.04%
1,200
411
$175K 0.04%
3,400
412
$174K 0.04%
6,900
413
$173K 0.04%
61
414
$172K 0.04%
3,900
415
$171K 0.04%
5,800
416
$171K 0.04%
2,000
417
$171K 0.04%
8,400
418
$170K 0.04%
2,691
419
$170K 0.04%
7,320
420
$168K 0.04%
2,300
421
$168K 0.04%
1,200
422
$167K 0.04%
1,576
423
$165K 0.04%
2,600
424
$165K 0.04%
4,200
425
$164K 0.04%
1,400
15 16
17
18 19