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
$672M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1 +$5.78M
2 +$4.28M
3 +$3.24M
4
VZ icon
Verizon
VZ
+$2.63M
5
MGNX icon
MacroGenics
MGNX
+$1.31M

Top Sells

1 +$4.9M
2 +$4.41M
3 +$3.57M
4
UTHR icon
United Therapeutics
UTHR
+$2.66M
5
AWK icon
American Water Works
AWK
+$955K

Sector Composition

1 Technology 20.11%
2 Financials 15.27%
3 Consumer Discretionary 14.16%
4 Communication Services 14.09%
5 Healthcare 13.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.17M 0.17%
38,400
+3,200
102
$1.17M 0.17%
16,100
103
$1.15M 0.17%
26,500
+2,700
104
$1.15M 0.17%
11,900
+800
105
$1.15M 0.17%
28,750
106
$1.13M 0.17%
12,633
+800
107
$1.13M 0.17%
17,600
+1,600
108
$1.11M 0.17%
12,500
+1,500
109
$1.07M 0.16%
28,600
+3,000
110
$1.04M 0.16%
15,002
-2,703
111
$1.03M 0.15%
9,100
+900
112
$1.01M 0.15%
13,600
+1,500
113
$1.01M 0.15%
19,600
+2,000
114
$973K 0.14%
10,800
+1,500
115
$963K 0.14%
13,500
+1,300
116
$953K 0.14%
30,000
+3,500
117
$952K 0.14%
41,141
+5,600
118
$942K 0.14%
2,600
+200
119
$941K 0.14%
23,600
+2,100
120
$940K 0.14%
9,200
+1,000
121
$926K 0.14%
5,300
122
$917K 0.14%
13,000
123
$892K 0.13%
+66,522
124
$887K 0.13%
90,000
+10,000
125
$869K 0.13%
7,526