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
51
$1.98M 0.46%
17,200
52
$1.95M 0.45%
33,300
53
$1.94M 0.45%
424,790
+49,646
54
$1.88M 0.44%
21,800
55
$1.86M 0.43%
17,400
+5,800
56
$1.72M 0.4%
39,500
57
$1.67M 0.39%
19,000
+6,600
58
$1.65M 0.38%
30,200
59
$1.63M 0.38%
19,300
60
$1.62M 0.38%
38,541
-15
61
$1.62M 0.38%
22,300
62
$1.6M 0.37%
25,700
63
$1.6M 0.37%
21,500
64
$1.55M 0.36%
19,900
65
$1.55M 0.36%
18,300
66
$1.49M 0.35%
32,200
67
$1.47M 0.34%
336,764
+36,225
68
$1.46M 0.34%
23,537
+10,331
69
$1.42M 0.33%
9,400
70
$1.41M 0.33%
150,040
+11,330
71
$1.41M 0.33%
20,744
72
$1.32M 0.3%
23,000
73
$1.31M 0.3%
18,900
74
$1.3M 0.3%
36,100
75
$1.28M 0.3%
14,500
+7,600
1 2
3
4 5