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
$2.29B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$25.6M
3
+$24.1M
4
UNH icon
UnitedHealth
UNH
+$14.7M
5
FTNT icon
Fortinet
FTNT
+$12.8M

Top Sells

1
+$31.3M
2
+$27.3M
3
+$16.7M
4
PEN icon
Penumbra
PEN
+$14M
5
COF icon
Capital One
COF
+$12.3M

Sector Composition

1 Technology 27.03%
2 Financials 18.25%
3 Healthcare 17.45%
4 Consumer Discretionary 10.7%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$297K 0.01%
5,200
-884
402
$284K 0.01%
16,300
-24,800
403
$282K 0.01%
5,653
404
$280K 0.01%
4,900
405
$277K 0.01%
22,400
-4,200
406
$267K 0.01%
+1,300
407
$263K 0.01%
2,100
408
$258K 0.01%
19,703
409
$254K 0.01%
3,400
410
$252K 0.01%
18,300
411
$239K 0.01%
10,700
412
$236K 0.01%
5,800
413
$232K 0.01%
12,600
+4,500
414
$230K 0.01%
8,100
415
$216K 0.01%
41,400
416
$199K 0.01%
+5,200
417
$179K 0.01%
3,063
418
$178K 0.01%
1,700
419
$168K 0.01%
1,500
420
$151K 0.01%
3,200
-5,000
421
$126K 0.01%
2,400
-5,188
422
– –
-5,000
423
– –
-200
424
– –
-2,200
425
– –
-99,052
15 16
17
18 19