EOJOAM
E. Ohman J:or Asset Management Portfolio holdings
AUM
$4.3B
1-Year Est. Return
25.93%
This Fund
S&P 500
1 Year Est. Return
+25.93%
AUM
$4.25B
AUM Growth
+$220M
(+5.5%)
Holding
411
Top Buys
| 1 | +$41.7M | |
| 2 | +$30.9M | |
| 3 | +$8.7M | |
| 4 |
Albertsons Companies
ACI
|
+$8.17M |
| 5 |
Uber
UBER
|
+$7.81M |
Top Sells
| 1 | +$32.4M | |
| 2 | +$22.8M | |
| 3 | +$17.7M | |
| 4 |
NVIDIA
NVDA
|
+$16M |
| 5 |
Deckers Outdoor
DECK
|
+$14.3M |
Sector Composition
| 1 | Technology | 43.12% |
| 2 | Financials | 13.63% |
| 3 | Communication Services | 12.59% |
| 4 | Consumer Discretionary | 9.69% |
| 5 | Healthcare | 9.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Bank of America
BAC
$359B
| $15.6M | 0.37% |
302,549
-700
|
|
||
52
Procter & Gamble
PG
$389B
| $15.2M | 0.36% |
98,935
|
|
||
53
UnitedHealth
UNH
$266B
| $13.4M | 0.31% |
38,733
|
|
||
54
Intuitive Surgical
ISRG
$179B
| $12.7M | 0.3% |
28,306
+1,123
|
|
||
55
Coca-Cola
KO
$351B
| $11.4M | 0.27% |
172,505
|
|
||
56
Qualcomm
QCOM
$152B
| $11.1M | 0.26% |
67,007
|
|
||
57
Advanced Micro Devices
AMD
$326B
| $11.1M | 0.26% |
68,804
|
|
||
58
Goldman Sachs
GS
$258B
| $10.3M | 0.24% |
12,964
-300
|
|
||
59
Deere & Co
DE
$171B
| $9.99M | 0.24% |
21,851
|
|
||
60
McDonald's
MCD
$243B
| $9.08M | 0.21% |
29,880
|
|
||
61
Walt Disney
DIS
$188B
| $8.7M | 0.2% |
76,008
|
|
||
62
Yum China
YUMC
$19.4B
| $8.53M | 0.2% |
25,000
-2,500
|
|
||
63
Booking.com
BKNG
$134B
| $8.42M | 0.2% |
1,559
+44
|
|
||
|
64
Uber
UBER
$155B
| $8.18M | 0.19% |
+83,500
|
|
||
65
Morgan Stanley
MS
$264B
| $8.05M | 0.19% |
50,668
+500
|
|
||
66
PepsiCo
PEP
$232B
| $7.99M | 0.19% |
56,923
|
|
||
67
Micron Technology
MU
$464B
| $7.99M | 0.19% |
47,756
|
|
||
68
Citigroup
C
$193B
| $7.98M | 0.19% |
78,619
-1,200
|
|
||
69
American Express
AXP
$212B
| $7.9M | 0.19% |
23,796
|
|
||
70
Verizon
VZ
$211B
| $7.8M | 0.18% |
177,417
|
|
||
71
HDFC Bank
HDB
$163B
| $7.61M | 0.18% |
222,800
+4,600
|
|
||
72
GE Vernova
GEV
$235B
| $7.24M | 0.17% |
11,772
|
|
||
73
Lam Research
LRCX
$292B
| $7.2M | 0.17% |
53,757
|
|
||
74
Texas Instruments
TXN
$193B
| $7.07M | 0.17% |
38,474
|
|
||
75
Applied Materials
AMAT
$295B
| $6.94M | 0.16% |
33,906
-600
|
|