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
101
$3.8M 0.12%
19,019
+200
102
$3.67M 0.12%
64,500
+2,000
103
$3.67M 0.12%
1,053,709
104
$3.64M 0.11%
18,601
+200
105
$3.56M 0.11%
49,200
106
$3.54M 0.11%
21,050
-1,300
107
$3.53M 0.11%
49,700
-200
108
$3.53M 0.11%
+2,100
109
$3.49M 0.11%
59,500
+2,500
110
$3.47M 0.11%
52,600
+2,500
111
$3.43M 0.11%
22,624
+200
112
$3.29M 0.1%
27,000
-1,200
113
$3.27M 0.1%
9,000
114
$3.24M 0.1%
20,000
-1,000
115
$3.22M 0.1%
139,497
116
$3.18M 0.1%
10,600
+200
117
$3.16M 0.1%
13,100
-100
118
$3.15M 0.1%
18,200
119
$3.13M 0.1%
11,200
-500
120
$3.07M 0.1%
15,315
-128,345
121
$3.05M 0.1%
26,955
+1,100
122
$3.04M 0.1%
15,700
-100
123
$3.02M 0.09%
101,518
-1,400
124
$3.01M 0.09%
97,900
-5,000
125
$2.93M 0.09%
14,165