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
$1.59B
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$11.2M
3 +$7.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.69M
5
C icon
Citigroup
C
+$4.5M

Top Sells

1 +$11.6M
2 +$10.2M
3 +$9.03M
4
SBUX icon
Starbucks
SBUX
+$8.96M
5
NVDA icon
NVIDIA
NVDA
+$4.86M

Sector Composition

1 Technology 26.6%
2 Financials 18.49%
3 Communication Services 15.81%
4 Consumer Discretionary 12.71%
5 Healthcare 12.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$15.3M 0.97%
451,470
+49,740
27
$15.1M 0.95%
+347,989
28
$14M 0.88%
77,549
+10,050
29
$12.3M 0.78%
431,109
+27,407
30
$11.9M 0.75%
407,400
+24,200
31
$11.6M 0.73%
955,553
+65,000
32
$11.5M 0.72%
49,600
+2,000
33
$11.5M 0.72%
170,593
+166,393
34
$10.3M 0.65%
200,800
+11,000
35
$9.76M 0.61%
121,568
+8,594
36
$9.61M 0.61%
194,500
+10,600
37
$9.32M 0.59%
42,900
+2,800
38
$9.18M 0.58%
203,600
+14,800
39
$8.98M 0.57%
263,468
+16,337
40
$8.65M 0.54%
63,100
+3,500
41
$8.46M 0.53%
744,300
42
$8.08M 0.51%
64,956
+4,400
43
$6.68M 0.42%
79,866
+5,300
44
$6.52M 0.41%
1,034,435
45
$6.41M 0.4%
23,600
+1,500
46
$5.92M 0.37%
107,500
+2,300
47
$5.85M 0.37%
42,049
+2,824
48
$5.71M 0.36%
381,223
49
$5.71M 0.36%
104,900
-66,700
50
$5.6M 0.35%
37,750
+5,700