EOJOAM
E. Ohman J:or Asset Management Portfolio holdings
AUM
$4.03B
1-Year Return
22%
This Quarter Return
+4.12%
1 Year Return
+22%
3 Year Return
+111.73%
5 Year Return
+176.38%
10 Year Return
+540.83%
AUM
$1.4B
AUM Growth
+$153M
(+12%)
Cap. Flow
+$112M
Cap. Flow
% of AUM
7.99%
Top 10 Holdings %
Top 10 Hldgs %
33.45%
Holding
574
New
9
Increased
342
Reduced
9
Closed
204
Top Buys
| 1 |
Microsoft
MSFT
|
$15.2M |
| 2 |
Apple
AAPL
|
$12.9M |
| 3 |
Amazon
AMZN
|
$8.56M |
| 4 |
Regeneron Pharmaceuticals
REGN
|
$7.17M |
| 5 |
Akamai
AKAM
|
$6.58M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$16.5M |
| 2 |
lululemon athletica
LULU
|
$9.82M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$7.92M |
| 4 |
Exxon Mobil
XOM
|
$7.13M |
| 5 |
PTC
PTC
|
$7.02M |
Sector Composition
| 1 | Technology | 28.2% |
| 2 | Consumer Discretionary | 15.78% |
| 3 | Financials | 15.71% |
| 4 | Healthcare | 15.38% |
| 5 | Communication Services | 12.57% |