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
$602M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1 +$5.48M
2 +$5.25M
3 +$4.66M
4
V icon
Visa
V
+$4.11M
5
XYL icon
Xylem
XYL
+$3.74M

Top Sells

1 +$8.64M
2 +$5M
3 +$4.14M
4
ROK icon
Rockwell Automation
ROK
+$3.66M
5
EBAY icon
eBay
EBAY
+$2.23M

Sector Composition

1 Technology 19.92%
2 Financials 14.87%
3 Healthcare 14.13%
4 Communication Services 13.72%
5 Consumer Discretionary 13.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$45K 0.01%
700
527
$41K 0.01%
1,000
528
$34.4K 0.01%
2,541
529
$34.2K 0.01%
+1,006
530
$31.2K 0.01%
1,200
531
$13.1K ﹤0.01%
+71
532
$8.02K ﹤0.01%
+547
533
$7.66K ﹤0.01%
418
-1,962
534
$2.41K ﹤0.01%
+160
535
$1.57K ﹤0.01%
+129
536
-11,500
537
-38,650
538
-3,900
539
-4,521
540
-10,800
541
-1,467
542
-2,700
543
-4,900
544
-4,500
545
-1,000
546
-1,800
547
-1,000
548
-2,400
549
-4,800
550
-1,400