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
426
$164K 0.04%
1,900
427
$163K 0.04%
2,400
428
$162K 0.04%
7,000
429
$161K 0.04%
4,600
430
$158K 0.04%
7,932
431
$158K 0.04%
5,000
432
$155K 0.04%
7,600
433
$152K 0.04%
3,900
-3,700
434
$151K 0.04%
3,400
435
$151K 0.04%
7,200
436
$151K 0.03%
1,500
-1,500
437
$149K 0.03%
1,400
438
$148K 0.03%
1,300
439
$146K 0.03%
2,700
440
$145K 0.03%
3,600
441
$144K 0.03%
9,025
442
$144K 0.03%
6,300
443
$143K 0.03%
1,700
444
$142K 0.03%
3,800
-4,300
445
$141K 0.03%
1,800
446
$140K 0.03%
+4,200
447
$140K 0.03%
4,900
448
$139K 0.03%
13,300
449
$139K 0.03%
1,800
450
$138K 0.03%
2,600
16 17
18
19 20