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
76
$6.73M 0.21%
78,800
-200
77
$6.68M 0.21%
12,384
+200
78
$6.5M 0.2%
50,400
+900
79
$5.92M 0.19%
30,200
+1,300
80
$5.9M 0.19%
32,411
+1,400
81
$5.88M 0.18%
99,400
+2,000
82
$5.79M 0.18%
52,500
+1,300
83
$5.7M 0.18%
55,412
+2,000
84
$5.6M 0.18%
42,154
+1,883
85
$5.59M 0.18%
26,300
+1,300
86
$5.48M 0.17%
8,800
+400
87
$5.27M 0.17%
40,932
-100
88
$5.27M 0.17%
19,850
+600
89
$5.19M 0.16%
22,700
+1,000
90
$5.18M 0.16%
30,900
+2,200
91
$5.1M 0.16%
1,291,955
+22,683
92
$5.06M 0.16%
59,625
+600
93
$4.81M 0.15%
82,800
94
$4.78M 0.15%
65,600
+2,200
95
$4.54M 0.14%
13,558
+1,300
96
$4.29M 0.13%
17,900
+100
97
$4.27M 0.13%
1,800
98
$4.19M 0.13%
21,600
+1,500
99
$4.1M 0.13%
11,000
+400
100
$4.02M 0.13%
57,500
+4,000