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
51
$4.34M 0.44%
37,600
-14,646
52
$4.19M 0.42%
124,100
-29,401
53
$4.13M 0.42%
1,144,000
+564,000
54
$4.06M 0.41%
80,900
-25,066
55
$3.9M 0.39%
519,200
+63,000
56
$3.65M 0.37%
24,790
-29,624
57
$3.64M 0.37%
751,751
+80,221
58
$3.64M 0.37%
92,700
+8,200
59
$3.58M 0.36%
108,632
+69,276
60
$3.45M 0.35%
197,002
+102,455
61
$3.35M 0.34%
21,900
62
$3.34M 0.34%
55,500
+5,500
63
$3.24M 0.33%
18,800
-700
64
$3.21M 0.32%
18,418
-7,399
65
$3.14M 0.32%
35,900
66
$2.95M 0.3%
24,300
-1,100
67
$2.94M 0.3%
40,600
-2,300
68
$2.92M 0.29%
51,400
69
$2.66M 0.27%
27,000
+4,300
70
$2.46M 0.25%
34,800
71
$2.46M 0.25%
44,200
72
$2.33M 0.24%
44,900
73
$2.24M 0.23%
20,600
-1,200
74
$2.17M 0.22%
44,573
75
$2.16M 0.22%
39,100