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
$3.18B
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$16.8M
3
+$11.2M
4
UPST icon
Upstart Holdings
UPST
+$10.3M
5
FRPT icon
Freshpet
FRPT
+$9.15M

Top Sells

1
+$26M
2
+$25.7M
3
+$21M
4
FTDR icon
Frontdoor
FTDR
+$16.5M
5
ONEM
1Life Healthcare
ONEM
+$9.33M

Sector Composition

1 Technology 29.64%
2 Financials 14.62%
3 Healthcare 14.38%
4 Communication Services 12.9%
5 Consumer Discretionary 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$36.5M 1.15%
107,600
+2,700
27
$35.3M 1.11%
688,049
28
$34.6M 1.09%
457,616
29
$33.7M 1.06%
385,610
30
$33.6M 1.06%
455,236
-21,050
31
$33.3M 1.05%
1,766,603
32
$33.1M 1.04%
+713,500
33
$31.7M 1%
238,000
-4,600
34
$31.3M 0.98%
219,300
+64,100
35
$30.2M 0.95%
243,848
-3,700
36
$29.9M 0.94%
500,336
+74,917
37
$24.3M 0.76%
69,950
+1,800
38
$21.7M 0.68%
27,454
+300
39
$16.8M 0.53%
+55,675
40
$16.5M 0.52%
42,300
+1,300
41
$15.6M 0.49%
47,500
+900
42
$15.4M 0.48%
110,056
+3,200
43
$15.2M 0.48%
250,100
+5,500
44
$15.1M 0.47%
216,122
-19,287
45
$14.7M 0.46%
178,450
-2,900
46
$14.4M 0.45%
646,300
-76,000
47
$14.1M 0.44%
18,954
+1,500
48
$13.9M 0.44%
82,000
+3,300
49
$13.8M 0.43%
308,670
+250,100
50
$13.2M 0.41%
213,143
+9,100
1
2
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