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
$672M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1 +$5.78M
2 +$4.28M
3 +$3.24M
4
VZ icon
Verizon
VZ
+$2.63M
5
MGNX icon
MacroGenics
MGNX
+$1.31M

Top Sells

1 +$4.9M
2 +$4.41M
3 +$3.57M
4
UTHR icon
United Therapeutics
UTHR
+$2.66M
5
AWK icon
American Water Works
AWK
+$955K

Sector Composition

1 Technology 20.11%
2 Financials 15.27%
3 Consumer Discretionary 14.16%
4 Communication Services 14.09%
5 Healthcare 13.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.26M 0.49%
41,304
+7,499
52
$3.08M 0.46%
390,200
+64,400
53
$2.8M 0.42%
20,000
+1,300
54
$2.77M 0.41%
14,500
55
$2.69M 0.4%
16,100
+1,500
56
$2.67M 0.4%
44,902
57
$2.67M 0.4%
569,102
+92,186
58
$2.66M 0.4%
24,286
+1,336
59
$2.63M 0.39%
35,900
60
$2.43M 0.36%
46,200
+1,800
61
$2.37M 0.35%
14,700
+600
62
$2.21M 0.33%
27,900
63
$2.2M 0.33%
34,900
+1,800
64
$2.19M 0.33%
19,000
+600
65
$2.18M 0.32%
35,811
+900
66
$2.16M 0.32%
65,700
+2,900
67
$2.15M 0.32%
67,150
68
$2.12M 0.31%
20,800
+700
69
$2.12M 0.31%
30,900
70
$2M 0.3%
22,500
+1,200
71
$1.99M 0.3%
164,750
+14,000
72
$1.98M 0.29%
15,700
+1,300
73
$1.97M 0.29%
41,000
+6,500
74
$1.91M 0.28%
35,500
+3,400
75
$1.91M 0.28%
73,100
+11,400