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
$2.45B
AUM Growth
+$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1 +$64.3M
2 +$26.2M
3 +$17.9M
4
PEN icon
Penumbra
PEN
+$15.6M
5
EHC icon
Encompass Health
EHC
+$15M

Top Sells

1 +$19.5M
2 +$15.8M
3 +$7.87M
4
JPM icon
JPMorgan Chase
JPM
+$7.76M
5
SIVB
SVB Financial Group
SIVB
+$7.14M

Sector Composition

1 Technology 27.94%
2 Healthcare 16%
3 Financials 15.48%
4 Consumer Discretionary 13.23%
5 Communication Services 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$10.3M 0.42%
191,000
+8,000
52
$10.1M 0.41%
160,050
+56,500
53
$10.1M 0.41%
56,600
+20,200
54
$9.7M 0.4%
176,900
+6,400
55
$9.45M 0.39%
102,204
+38,800
56
$9.24M 0.38%
+189,600
57
$9.17M 0.37%
184,000
+7,100
58
$8.98M 0.37%
413,367
+19,330
59
$8.9M 0.36%
60,000
+3,000
60
$8.87M 0.36%
39,850
+2,900
61
$8.78M 0.36%
40,600
+2,900
62
$8.61M 0.35%
26,971
-2,215
63
$8.33M 0.34%
+46,800
64
$8.32M 0.34%
186,030
+9,200
65
$8.23M 0.34%
62,100
-4,200
66
$8.17M 0.33%
+178,600
67
$7.77M 0.32%
54,900
+2,900
68
$7.43M 0.3%
48,800
+1,500
69
$7.27M 0.3%
19,300
+1,200
70
$6.97M 0.28%
53,590
+11,000
71
$6.47M 0.26%
39,400
+900
72
$6.08M 0.25%
29,200
+700
73
$5.99M 0.24%
62,500
+4,000
74
$5.95M 0.24%
25,900
+1,700
75
$5.62M 0.23%
86,900
+2,700