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
$2.29B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1 +$26M
2 +$25.6M
3 +$24.1M
4
UNH icon
UnitedHealth
UNH
+$14.7M
5
FTNT icon
Fortinet
FTNT
+$12.8M

Top Sells

1 +$31.3M
2 +$27.3M
3 +$16.7M
4
PEN icon
Penumbra
PEN
+$14M
5
COF icon
Capital One
COF
+$12.3M

Sector Composition

1 Technology 27.03%
2 Financials 18.25%
3 Healthcare 17.45%
4 Consumer Discretionary 10.7%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$4.83M 0.21%
48,700
-1,100
77
$4.66M 0.2%
176,400
-1,800
78
$4.62M 0.2%
40,130
-63,381
79
$4.58M 0.2%
53,300
-1,400
80
$4.52M 0.2%
17,028
-85
81
$4.51M 0.2%
13,615
-400
82
$4.47M 0.2%
11,484
-300
83
$4.27M 0.19%
20,150
84
$4.23M 0.19%
17,719
-900
85
$4.03M 0.18%
27,300
-900
86
$4M 0.17%
50,200
-2,000
87
$3.99M 0.17%
248,100
+103,100
88
$3.94M 0.17%
85,000
+13,000
89
$3.77M 0.16%
83,400
90
$3.71M 0.16%
26,500
-1,600
91
$3.63M 0.16%
22,100
-400
92
$3.62M 0.16%
+14,800
93
$3.56M 0.16%
36,532
-2,300
94
$3.48M 0.15%
21,024
-1,400
95
$3.43M 0.15%
1,700
-100
96
$3.38M 0.15%
71,000
97
$3.38M 0.15%
8,700
98
$3.31M 0.14%
25,500
99
$3.13M 0.14%
12,300
-300
100
$3.12M 0.14%
57,000
-1,000