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
$1.81B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1 +$22.6M
2 +$16.8M
3 +$15.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$14.9M
5
PG icon
Procter & Gamble
PG
+$7.46M

Top Sells

1 +$54.4M
2 +$17.3M
3 +$17.1M
4
ANET icon
Arista Networks
ANET
+$16.7M
5
ALV icon
Autoliv
ALV
+$9.34M

Sector Composition

1 Technology 23.94%
2 Financials 19.12%
3 Consumer Discretionary 14.34%
4 Healthcare 13.74%
5 Communication Services 13.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$20.5M 1.13%
531,270
+79,800
27
$17.8M 0.98%
210,423
+39,830
28
$16.8M 0.93%
+354,000
29
$15.6M 0.86%
124,656
+59,700
30
$15.4M 0.85%
+119,250
31
$15.4M 0.85%
1,019,153
+63,600
32
$14.9M 0.82%
+65,600
33
$13.9M 0.77%
47,300
+4,400
34
$13.3M 0.74%
222,800
+22,000
35
$11.9M 0.66%
54,600
+5,000
36
$11.3M 0.62%
203,500
+98,600
37
$10.2M 0.57%
213,330
+18,830
38
$10.2M 0.56%
226,700
+23,100
39
$9.59M 0.53%
70,200
+7,100
40
$7.81M 0.43%
221,800
-185,600
41
$7.68M 0.43%
744,300
42
$7.46M 0.41%
116,200
+44,300
43
$7.24M 0.4%
245,352
-185,757
44
$7.21M 0.4%
29,900
+2,800
45
$6.79M 0.38%
41,750
+4,000
46
$6.75M 0.37%
22,600
-1,000
47
$6.73M 0.37%
981,063
-53,372
48
$6.4M 0.35%
35,400
+3,500
49
$6.32M 0.35%
+21,500
50
$6.22M 0.34%
61,400
+6,800