We are live on ! Find out more
EOJOAM

E. Ohman J:or Asset Management Portfolio holdings

AUM $4.3B
1-Year Est. Return 29.55%
This Fund
S&P 500
This Quarter Est. Return
-6.38%
1 Year Est. Return
+29.55%
3 Year Est. Return
+110.24%
5 Year Est. Return
+144.75%
10 Year Est. Return
+695.34%
AUM
$3.78B
AUM Growth
-$512M
Cap. Flow
-$134M
Cap. Flow %
-3.55%
Top 10 Hldgs %
42.99%
Holding
499
New
19
Increased
94
Reduced
184
Closed
22

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$24.5M
2
MELI icon
Mercado Libre
MELI
+$24.5M
3
UBER icon
Uber
UBER
+$21.7M
4
GNRC icon
Generac Holdings
GNRC
+$19.6M
5
AVGO icon
Broadcom
AVGO
+$18.4M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$49M
2
FIX icon
Comfort Systems
FIX
+$39M
3
ABNB icon
Airbnb
ABNB
+$32.2M
4
AMZN icon
Amazon
AMZN
+$29.8M
5
IBM icon
IBM
IBM
+$26.4M

Sector Composition

Rank Sector Weight
1 Technology 41.6%
2 Financials 13.82%
3 Communication Services 11.26%
4 Healthcare 9.81%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
C icon
76
Citigroup
C
$227B
$6.95M 0.18%
61,278
-3,400
-5% -$387K
MCD icon
77
McDonald's
MCD
$194B
$6.77M 0.18%
21,779
+566
+3% +$180K
WFC icon
78
Wells Fargo
WFC
$265B
$6.73M 0.18%
84,594
-4,600
-5% -$395K
MS icon
79
Morgan Stanley
MS
$338B
$6.6M 0.17%
40,117
-2,200
-5% -$381K
TXN icon
80
Texas Instruments
TXN
$256B
$6.58M 0.17%
33,911
-400
-1% -$81K
AMGN icon
81
Amgen
AMGN
$226B
$6.47M 0.17%
18,385
-680
-4% -$242K
BKNG icon
82
Booking.com
BKNG
$160B
$6.14M 0.16%
36,450
+375
+1% +$69K
ABT icon
83
Abbott
ABT
$188B
$6M 0.16%
58,437
-3,200
-5% -$361K
DXCM icon
84
DexCom
DXCM
$33.1B
$5.98M 0.16%
95,192
-20,300
-18% -$1.41M
SPGI icon
85
S&P Global
SPGI
$121B
$5.86M 0.15%
13,776
+3,000
+28% +$1.39M
WELL icon
86
Welltower
WELL
$169B
$5.81M 0.15%
29,385
+200
+0.7% +$39.5K
HDB icon
87
HDFC Bank
HDB
$120B
$5.78M 0.15%
232,300
+16,000
+7% +$497K
DIS icon
88
Walt Disney
DIS
$178B
$5.77M 0.15%
59,843
-3,550
-6% -$375K
AXP icon
89
American Express
AXP
$229B
$5.69M 0.15%
18,797
-650
-3% -$218K
PEP icon
90
PepsiCo
PEP
$188B
$5.64M 0.15%
36,302
+250
+0.7% +$39K
PFE icon
91
Pfizer
PFE
$154B
$5.59M 0.15%
199,117
+58,500
+42% +$1.56M
NTRA icon
92
Natera
NTRA
$45.9B
$5.48M 0.14%
27,395
-2,400
-8% -$516K
LOW icon
93
Lowe's Companies
LOW
$123B
$5.2M 0.14%
22,027
+480
+2% +$125K
MCK icon
94
McKesson
MCK
$103B
$4.92M 0.13%
5,691
-146
-3% -$130K
NXT icon
95
Nextpower Inc
NXT
$15.6B
$4.77M 0.13%
39,598
-11,500
-23% -$1.27M
QCOM icon
96
Qualcomm
QCOM
$170B
$4.74M 0.13%
36,814
-35,005
-49% -$5.11M
UNP icon
97
Union Pacific
UNP
$174B
$4.65M 0.12%
19,160
-1,350
-7% -$331K
ADBE icon
98
Adobe
ADBE
$109B
$4.59M 0.12%
18,873
-450
-2% -$125K
ANET icon
99
Arista Networks
ANET
$242B
$4.58M 0.12%
37,307
-650
-2% -$87K
TMUS icon
100
T-Mobile US
TMUS
$191B
$4.54M 0.12%
21,599
+4,050
+23% +$832K
2 3
4
5 6

Similar funds

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

E. Ohman J:or Asset Management's Q1 2026 Portfolio in Review

As of Q1 2026, E. Ohman J:or Asset Management held 499 positions worth $3.78B, down 12% from $4.3B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

E. Ohman J:or Asset Management withdrew a net $134M in Q1 2026, closing 22 positions and reducing 184 holdings. Its most notable exit was Doximity, an estimated $24.7M position sold in full.

By sector, the portfolio is most concentrated in Technology at 42% of assets, down from 43% a quarter earlier, followed by Financials and Communication Services.

Against the trend, E. Ohman J:or Asset Management opened a new position in Generac Holdings worth $20M.

  • E. Ohman J:or Asset Management's largest Q1 2026 buy was Generac Holdings: 102,245 shares worth $20M.
  • E. Ohman J:or Asset Management added most to TSMC in Q1 2026, an estimated $24.5M increase.
  • E. Ohman J:or Asset Management's biggest Q1 2026 reduction was Alphabet (Google) Class A, cutting an estimated $49M.
  • E. Ohman J:or Asset Management fully exited Doximity in Q1 2026, selling an estimated $24.7M.
  • E. Ohman J:or Asset Management's ten largest holdings make up 43% of its $3.78B portfolio in Q1 2026.
  • E. Ohman J:or Asset Management opened 19 new positions and closed 22 in Q1 2026.
  • E. Ohman J:or Asset Management's portfolio value fell 12% quarter-over-quarter to $3.78B.

Based on E. Ohman J:or Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.