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EOJOAM
E. Ohman J:or Asset Management Portfolio holdings
AUM
$4.3B
1-Year Est. Return
29.55%
This Fund
S&P 500
This Quarter
Est. Return
+22.53%
1 Year Est. Return
+29.55%
3 Year Est. Return
+110.24%
5 Year Est. Return
+144.75%
10 Year Est. Return
+695.34%
AUM
$4.3B
AUM Growth
+$519M
(+14%)
Cap. Flow
-$26.3M
Cap. Flow
% of AUM
-0.61%
Top 10 Holdings %
Top 10 Hldgs %
43.48%
Holding
487
New
10
Increased
143
Reduced
81
Closed
22
Top Buys
| 1 |
Eli Lilly
LLY
|
+$38.6M |
| 2 |
Stryker
SYK
|
+$37.7M |
| 3 |
Capital One
COF
|
+$33.6M |
| 4 |
Dover
DOV
|
+$31M |
| 5 |
RadNet
RDNT
|
+$23.4M |
Top Sells
| 1 |
Cboe Global Markets
CBOE
|
+$56.7M |
| 2 |
Gilead Sciences
GILD
|
+$44.4M |
| 3 |
AT&T
T
|
+$34.8M |
| 4 |
Intuit
INTU
|
+$32.5M |
| 5 |
Boston Scientific
BSX
|
+$29.4M |
Sector Composition
| 1 | Technology | 43.83% |
| 2 | Financials | 13.15% |
| 3 | Healthcare | 10.01% |
| 4 | Communication Services | 9.79% |
| 5 | Consumer Discretionary | 8.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Pinterest
PINS
$12.7B
| – | – |
-19,067
| Closed | -$350K |
|
477
Qualys
QLYS
$5.78B
| – | – |
-11,680
| Closed | -$1.03M |
|
478
Snap
SNAP
$7.87B
| – | – |
-24,429
| Closed | -$112K |
|
479
SPS Commerce
SPSC
$2.32B
| – | – |
-12,810
| Closed | -$713K |
|
|
TERN
480
DELISTED
Terns Pharmaceuticals
TERN
| – | – |
-22,152
| Closed | -$1.17M |
|
481
Trade Desk
TTD
$8.9B
| – | – |
-11,739
| Closed | -$266K |
|
482
UDR
UDR
$13B
| – | – |
-10,849
| Closed | -$366K |
|
483
Varonis Systems
VRNS
$5.53B
| – | – |
-15,700
| Closed | -$337K |
|
484
Zillow
Z
$7.29B
| – | – |
-5,727
| Closed | -$237K |
|
485
Zebra Technologies
ZBRA
$12.4B
| – | – |
-1,950
| Closed | -$408K |
|
486
Solventum
SOLV
$13.2B
| – | – |
-5,000
| Closed | -$327K |
|
|
OKLO
487
Oklo
OKLO
$8.05B
| – | – |
-2,000
| Closed | -$99.2K |
|
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