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
451
$137K 0.03%
3,100
452
$137K 0.03%
6,000
453
$137K 0.03%
+3,753
454
$136K 0.03%
3,000
455
$136K 0.03%
3,800
456
$132K 0.03%
1,500
457
$131K 0.03%
2,300
458
$130K 0.03%
2,600
459
$129K 0.03%
3,380
-4,420
460
$127K 0.03%
2,100
461
$125K 0.03%
3,200
462
$123K 0.03%
3,500
463
$122K 0.03%
4,521
464
$121K 0.03%
4,800
465
$120K 0.03%
2,600
466
$118K 0.03%
3,103
467
$118K 0.03%
2,400
468
$118K 0.03%
9,471
469
$116K 0.03%
2,200
470
$116K 0.03%
7,763
471
$116K 0.03%
1,700
472
$112K 0.03%
2,700
473
$111K 0.03%
1,200
474
$111K 0.03%
2,400
475
$109K 0.03%
1,700
17 18
19
20 21