EOJOAM
E. Ohman J:or Asset Management Portfolio holdings
AUM
$4.03B
1-Year Return
22%
This Quarter Return
+9.71%
1 Year Return
+22%
3 Year Return
+111.73%
5 Year Return
+176.38%
10 Year Return
+540.83%
AUM
$3.2B
AUM Growth
+$427M
(+15%)
Cap. Flow
+$196M
Cap. Flow
% of AUM
6.12%
Top 10 Holdings %
Top 10 Hldgs %
33.77%
Holding
477
New
29
Increased
222
Reduced
91
Closed
15
Top Buys
| 1 |
Mondelez International
MDLZ
|
$41.1M |
| 2 |
Meta Platforms (Facebook)
META
|
$36.5M |
| 3 |
DexCom
DXCM
|
$27.1M |
| 4 |
Atkore
ATKR
|
$26.9M |
| 5 |
AdaptHealth
AHCO
|
$19.9M |
Top Sells
| 1 |
Alibaba
BABA
|
$46M |
| 2 |
Vertex Pharmaceuticals
VRTX
|
$32.7M |
| 3 |
Schrodinger
SDGR
|
$24.3M |
| 4 |
Lamb Weston
LW
|
$21.6M |
| 5 |
Electronic Arts
EA
|
$13.7M |
Sector Composition
| 1 | Technology | 29.01% |
| 2 | Healthcare | 15.63% |
| 3 | Financials | 14.29% |
| 4 | Consumer Discretionary | 12.72% |
| 5 | Communication Services | 12.41% |