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
$992M
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1 +$13.2M
2 +$9.82M
3 +$9.75M
4
AABA
Altaba Inc
AABA
+$8.72M
5
AMZN icon
Amazon
AMZN
+$6.97M

Top Sells

1 +$4.36M
2 +$3.19M
3 +$2.08M
4
PEP icon
PepsiCo
PEP
+$1.69M
5
MS icon
Morgan Stanley
MS
+$1.68M

Sector Composition

1 Technology 19.55%
2 Financials 18.44%
3 Consumer Discretionary 15.04%
4 Communication Services 14.2%
5 Healthcare 14.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$9.26M 0.93%
70,000
-1,700
27
$9.26M 0.93%
167,061
+82,306
28
$9.17M 0.92%
1,021,793
+725,123
29
$8.79M 0.89%
147,336
+78,530
30
$8.72M 0.88%
+160,122
31
$8.65M 0.87%
90,300
32
$8.64M 0.87%
107,000
-2,100
33
$8.49M 0.86%
92,900
-300
34
$8.32M 0.84%
106,754
+53,828
35
$7.5M 0.76%
94,763
+47,672
36
$6.82M 0.69%
38,150
+4,250
37
$6.8M 0.69%
122,700
-1,700
38
$6.07M 0.61%
46,886
-1,252
39
$5.97M 0.6%
209,364
-2,648
40
$5.84M 0.59%
73,400
41
$5.82M 0.59%
66,773
42
$5.4M 0.54%
31,900
-100
43
$5.14M 0.52%
161,157
-6,007
44
$5.12M 0.52%
128,313
+56,554
45
$4.99M 0.5%
904,007
+97,070
46
$4.96M 0.5%
90,000
47
$4.89M 0.49%
31,900
48
$4.81M 0.49%
107,300
49
$4.73M 0.48%
121,600
-3,200
50
$4.58M 0.46%
24,700
+100