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
$3.18B
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1 +$33.1M
2 +$16.8M
3 +$11.2M
4
UPST icon
Upstart Holdings
UPST
+$10.3M
5
FRPT icon
Freshpet
FRPT
+$9.15M

Top Sells

1 +$26M
2 +$25.7M
3 +$21M
4
FTDR icon
Frontdoor
FTDR
+$16.5M
5
ONEM
1Life Healthcare
ONEM
+$9.33M

Sector Composition

1 Technology 29.64%
2 Financials 14.62%
3 Healthcare 14.38%
4 Communication Services 12.9%
5 Consumer Discretionary 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$382K 0.01%
78,900
427
$374K 0.01%
3,900
428
$372K 0.01%
3,300
-2,000
429
$372K 0.01%
4,600
430
$370K 0.01%
18,300
431
$363K 0.01%
200
432
$360K 0.01%
2,029
-600
433
$353K 0.01%
4,100
434
$351K 0.01%
8,400
435
$348K 0.01%
3,100
436
$346K 0.01%
9,410
437
$345K 0.01%
11,600
438
$340K 0.01%
8,100
439
$337K 0.01%
15,203
440
$331K 0.01%
2,100
441
$325K 0.01%
5,300
442
$323K 0.01%
5,000
-2,000
443
$321K 0.01%
5,263
444
$315K 0.01%
5,753
445
$288K 0.01%
8,302
446
$286K 0.01%
5,588
447
$246K 0.01%
5,600
448
$242K 0.01%
1,529
449
$240K 0.01%
2,800
450
$219K 0.01%
+3,063