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
$2.45B
AUM Growth
+$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1 +$64.3M
2 +$26.2M
3 +$17.9M
4
PEN icon
Penumbra
PEN
+$15.6M
5
EHC icon
Encompass Health
EHC
+$15M

Top Sells

1 +$19.5M
2 +$15.8M
3 +$7.87M
4
JPM icon
JPMorgan Chase
JPM
+$7.76M
5
SIVB
SVB Financial Group
SIVB
+$7.14M

Sector Composition

1 Technology 27.94%
2 Healthcare 16%
3 Financials 15.48%
4 Consumer Discretionary 13.23%
5 Communication Services 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$29M 1.18%
74,856
-18,399
27
$27.7M 1.13%
380,640
+16,040
28
$26.2M 1.07%
+385,010
29
$26M 1.06%
518,250
+18,100
30
$25.1M 1.02%
174,667
-30,333
31
$24.9M 1.01%
569,920
+7,800
32
$23.4M 0.95%
296,747
+47,297
33
$22.4M 0.91%
271,950
-21,700
34
$21.2M 0.86%
78,903
-14,447
35
$19.9M 0.81%
116,600
-1,800
36
$17.9M 0.73%
+126,300
37
$15.7M 0.64%
21,954
+4,785
38
$15.6M 0.64%
+89,400
39
$15.2M 0.62%
109,156
+6,200
40
$15M 0.61%
+228,523
41
$14.2M 0.58%
40,600
+1,100
42
$14.2M 0.58%
61,300
+3,400
43
$14M 0.57%
39,100
+2,100
44
$12.6M 0.51%
744,300
45
$12.4M 0.5%
46,600
+1,800
46
$11.4M 0.47%
48,800
+3,000
47
$11.3M 0.46%
128,000
+7,000
48
$10.7M 0.44%
195,600
+180,900
49
$10.6M 0.43%
120,600
-11,400
50
$10.4M 0.42%
190,943
+21,443