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
$3.18B
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1 +$33.1M
2 +$16.8M
3 +$11.2M
4
UPST icon
Upstart Holdings
UPST
+$10.3M
5
FRPT icon
Freshpet
FRPT
+$9.15M

Top Sells

1 +$26M
2 +$25.7M
3 +$21M
4
FTDR icon
Frontdoor
FTDR
+$16.5M
5
ONEM
1Life Healthcare
ONEM
+$9.33M

Sector Composition

1 Technology 29.64%
2 Financials 14.62%
3 Healthcare 14.38%
4 Communication Services 12.9%
5 Consumer Discretionary 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$13M 0.41%
50,000
+1,900
52
$12.4M 0.39%
171,900
+2,200
53
$11.9M 0.37%
43,750
+4,300
54
$11.6M 0.36%
207,100
+10,900
55
$10.9M 0.34%
253,200
+10,400
56
$10.3M 0.33%
+32,700
57
$10.3M 0.32%
189,130
+6,000
58
$10.2M 0.32%
68,568
-175,598
59
$9.69M 0.3%
184,600
+6,700
60
$9.68M 0.3%
181,700
+5,000
61
$9.65M 0.3%
207,600
+90,000
62
$9.61M 0.3%
269,800
+16,000
63
$9.44M 0.3%
79,900
+3,100
64
$9.22M 0.29%
61,300
+1,400
65
$8.85M 0.28%
19,700
+500
66
$8.8M 0.28%
32,599
+1,241
67
$8.66M 0.27%
424,357
+14,300
68
$8.52M 0.27%
79,007
+2,500
69
$8.47M 0.27%
55,100
+2,100
70
$8.42M 0.26%
31,739
71
$8.34M 0.26%
57,400
+1,900
72
$8.02M 0.25%
75,000
+10,000
73
$7.92M 0.25%
41,200
+2,100
74
$7.89M 0.25%
87,000
+800
75
$7.43M 0.23%
85,300
+2,400