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
76
$5.26M 0.21%
32,800
+1,000
77
$5.21M 0.21%
30,911
+1,400
78
$4.82M 0.2%
40,062
+1,988
79
$4.75M 0.19%
90,600
-9,100
80
$4.69M 0.19%
51,112
+2,900
81
$4.57M 0.19%
8,300
+4,100
82
$4.55M 0.19%
43,600
-23,500
83
$4.48M 0.18%
981,063
84
$4.33M 0.18%
23,300
+1,800
85
$4.25M 0.17%
11,184
+600
86
$4.17M 0.17%
113,200
-15,177
87
$4.17M 0.17%
86,700
-6,600
88
$4.15M 0.17%
58,000
+5,300
89
$3.95M 0.16%
36,066
-2,700
90
$3.94M 0.16%
57,625
+4,300
91
$3.9M 0.16%
22,100
+2,000
92
$3.86M 0.16%
36,007
-2,700
93
$3.77M 0.15%
64,500
+31,600
94
$3.66M 0.15%
841,739
+33,880
95
$3.65M 0.15%
25,800
96
$3.53M 0.14%
29,200
+100
97
$3.53M 0.14%
21,300
+10,500
98
$3.5M 0.14%
61,300
+5,900
99
$3.49M 0.14%
12,958
+100
100
$3.47M 0.14%
10,800
+700