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
126
$2.91M 0.09%
12,000
+700
127
$2.89M 0.09%
27,000
+2,900
128
$2.86M 0.09%
24,900
-900
129
$2.84M 0.09%
4,700
+200
130
$2.84M 0.09%
54,800
+3,200
131
$2.82M 0.09%
46,200
132
$2.82M 0.09%
18,877
133
$2.82M 0.09%
53,400
+2,900
134
$2.77M 0.09%
9,700
135
$2.76M 0.09%
41,500
+3,500
136
$2.73M 0.09%
104,000
+12,000
137
$2.72M 0.09%
+9,000
138
$2.7M 0.08%
155,500
+5,000
139
$2.7M 0.08%
7,600
140
$2.69M 0.08%
34,800
+2,000
141
$2.68M 0.08%
104,375
+5,700
142
$2.67M 0.08%
63,700
-393,550
143
$2.66M 0.08%
6,749
144
$2.65M 0.08%
139,000
+49,200
145
$2.65M 0.08%
11,067
-500
146
$2.65M 0.08%
61,000
147
$2.63M 0.08%
85,700
148
$2.59M 0.08%
36,900
-1,300
149
$2.59M 0.08%
11,800
+900
150
$2.54M 0.08%
9,900