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
$431M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$999K
3
+$755K
4
MSFT icon
Microsoft
MSFT
+$716K
5
KO icon
Coca-Cola
KO
+$677K

Top Sells

1
+$1.47M
2
+$1.46M
3
+$1.45M
4
VTRS icon
Viatris
VTRS
+$427K
5
AME icon
Ametek
AME
+$282K

Sector Composition

1 Technology 22.68%
2 Financials 15.28%
3 Healthcare 14.43%
4 Consumer Discretionary 11.54%
5 Communication Services 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$109K 0.03%
3,600
477
$107K 0.02%
2,200
478
$103K 0.02%
1,500
479
$103K 0.02%
800
480
$102K 0.02%
10,800
481
$102K 0.02%
6,700
482
$99.4K 0.02%
1,800
483
$98.9K 0.02%
1,200
484
$95.7K 0.02%
3,731
485
$92.4K 0.02%
1,400
486
$91.3K 0.02%
1,600
-2,400
487
$89.1K 0.02%
1,431
-2,453
488
$88.7K 0.02%
2,500
489
$87.8K 0.02%
4,800
490
$87.6K 0.02%
4,200
491
$87.3K 0.02%
2,000
492
$86.4K 0.02%
1,200
493
$86K 0.02%
1,400
494
$83.3K 0.02%
2,000
495
$81.8K 0.02%
17,248
496
$81K 0.02%
1,500
497
$80.4K 0.02%
3,600
498
$80.4K 0.02%
11,000
499
$79.5K 0.02%
1,300
500
$78.5K 0.02%
2,000
18 19
20
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