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
$992M
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1 +$13.2M
2 +$9.82M
3 +$9.75M
4
AABA
Altaba Inc
AABA
+$8.72M
5
AMZN icon
Amazon
AMZN
+$6.97M

Top Sells

1 +$4.36M
2 +$3.19M
3 +$2.08M
4
PEP icon
PepsiCo
PEP
+$1.69M
5
MS icon
Morgan Stanley
MS
+$1.68M

Sector Composition

1 Technology 19.55%
2 Financials 18.44%
3 Consumer Discretionary 15.04%
4 Communication Services 14.2%
5 Healthcare 14.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.5M 0.15%
17,300
102
$1.48M 0.15%
6,800
-5,819
103
$1.46M 0.15%
33,200
104
$1.43M 0.14%
9,426
105
$1.41M 0.14%
18,838
106
$1.4M 0.14%
16,333
107
$1.4M 0.14%
11,800
108
$1.39M 0.14%
15,400
109
$1.38M 0.14%
32,100
110
$1.36M 0.14%
8,400
111
$1.34M 0.13%
7,100
112
$1.32M 0.13%
25,900
-2,500
113
$1.3M 0.13%
71,400
-4,500
114
$1.3M 0.13%
16,900
115
$1.27M 0.13%
3,000
-300
116
$1.26M 0.13%
26,400
117
$1.26M 0.13%
35,000
118
$1.26M 0.13%
9,100
119
$1.26M 0.13%
12,029
120
$1.25M 0.13%
11,600
121
$1.25M 0.13%
12,200
122
$1.23M 0.12%
20,600
123
$1.19M 0.12%
49,500
124
$1.17M 0.12%
33,500
-3,400
125
$1.15M 0.12%
9,200