EOJOAM
E. Ohman J:or Asset Management Portfolio holdings
AUM
$4.03B
1-Year Return
22%
This Quarter Return
+3.09%
1 Year Return
+22%
3 Year Return
+111.73%
5 Year Return
+176.38%
10 Year Return
+540.83%
AUM
$1.25B
AUM Growth
+$21.8M
(+1.8%)
Cap. Flow
+$4.4M
Cap. Flow
% of AUM
0.35%
Top 10 Holdings %
Top 10 Hldgs %
31.17%
Holding
566
New
4
Increased
56
Reduced
201
Closed
1
Top Buys
| 1 |
Colgate-Palmolive
CL
|
$15.9M |
| 2 |
NVIDIA
NVDA
|
$10.6M |
| 3 |
Infosys
INFY
|
$10.2M |
| 4 |
Alibaba
BABA
|
$4.86M |
| 5 |
Evolent Health
EVH
|
$4.85M |
Top Sells
| 1 |
American Water Works
AWK
|
$11.6M |
| 2 |
Amazon
AMZN
|
$11.2M |
| 3 |
CELG
Celgene Corp
CELG
|
$8.63M |
| 4 |
Trip.com Group
TCOM
|
$7.71M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$3.35M |
Sector Composition
| 1 | Technology | 25.07% |
| 2 | Financials | 17.43% |
| 3 | Consumer Discretionary | 15.49% |
| 4 | Communication Services | 14.39% |
| 5 | Healthcare | 12.4% |
