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
$420M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.81M
3
+$1.2M
4
KMI icon
Kinder Morgan
KMI
+$1.01M
5
ELV icon
Elevance Health
ELV
+$821K

Top Sells

1
+$5.91M
2
+$1.36M
3
+$1.09M
4
KO icon
Coca-Cola
KO
+$1.09M
5
RHT
Red Hat Inc
RHT
+$1.04M

Sector Composition

1 Technology 23%
2 Financials 15.59%
3 Healthcare 14.32%
4 Consumer Discretionary 10.4%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$79.5K 0.02%
2,500
502
$78.9K 0.02%
2,900
503
$77.6K 0.02%
1,500
-2,500
504
$76.2K 0.02%
2,000
505
$75.9K 0.02%
1,300
506
$73.8K 0.02%
3,600
507
$72.4K 0.02%
1,900
508
$71.1K 0.02%
17,248
509
$68.6K 0.02%
1,500
510
$65.3K 0.02%
8,000
511
$64.8K 0.02%
2,000
512
$61.9K 0.01%
1,000
513
$60K 0.01%
6
514
$57.6K 0.01%
+1,535
515
$57.1K 0.01%
2,380
-764
516
$53.9K 0.01%
+1,542
517
$52.3K 0.01%
2,383
518
$48.8K 0.01%
1,200
519
$45.7K 0.01%
+1,025
520
$44.4K 0.01%
333
521
$40.3K 0.01%
+800
522
$26.5K 0.01%
1,183
523
$24.9K 0.01%
2,798
524
$20.2K ﹤0.01%
+400
525
$10.3K ﹤0.01%
202
18 19 20
21
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