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
$992M
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1 +$13.2M
2 +$9.82M
3 +$9.75M
4
AABA
Altaba Inc
AABA
+$8.72M
5
AMZN icon
Amazon
AMZN
+$6.97M

Top Sells

1 +$4.36M
2 +$3.19M
3 +$2.08M
4
PEP icon
PepsiCo
PEP
+$1.69M
5
MS icon
Morgan Stanley
MS
+$1.68M

Sector Composition

1 Technology 19.55%
2 Financials 18.44%
3 Consumer Discretionary 15.04%
4 Communication Services 14.2%
5 Healthcare 14.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$120K 0.01%
4,700
527
$120K 0.01%
1,600
-1,300
528
$118K 0.01%
6,700
529
$118K 0.01%
1,600
530
$115K 0.01%
3,000
531
$111K 0.01%
3,600
532
$110K 0.01%
+6,075
533
$109K 0.01%
1,800
534
$108K 0.01%
3,800
535
$105K 0.01%
14,000
536
$103K 0.01%
2,200
537
$102K 0.01%
1,500
538
$102K 0.01%
3,300
539
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1,500
540
$100K 0.01%
800
541
$98.9K 0.01%
3,600
542
$94.6K 0.01%
2,000
543
$93.6K 0.01%
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544
$91.6K 0.01%
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545
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546
$88K 0.01%
4,000
547
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3,500
548
$76.2K 0.01%
3,500
549
$76.2K 0.01%
3,500
550
$73.6K 0.01%
2,814