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
501
$73.8K 0.02%
2,400
502
$72.6K 0.02%
8,942
503
$71.9K 0.02%
1,000
504
$71.5K 0.02%
1,500
505
$67.6K 0.02%
2,900
506
$67.3K 0.02%
1,000
-2,000
507
$67.1K 0.02%
8,400
508
$64.5K 0.01%
1,535
509
$61.7K 0.01%
2,380
510
$58.9K 0.01%
1,040
+240
511
$55.6K 0.01%
6
512
$50.9K 0.01%
2,383
513
$50.9K 0.01%
1,900
514
$50.4K 0.01%
1,025
515
$50.1K 0.01%
1,542
516
$47K 0.01%
333
517
$42.4K 0.01%
1,200
518
$39.1K 0.01%
+1,650
519
$31.7K 0.01%
600
-2,500
520
$30.1K 0.01%
2,133
-665
521
$22.6K 0.01%
400
522
$17.6K ﹤0.01%
1,183
523
$8.91K ﹤0.01%
202
524
$8.46K ﹤0.01%
+381
525
$3.62K ﹤0.01%
871
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