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
151
$949K 0.1%
49,541
152
$938K 0.09%
13,500
153
$935K 0.09%
9,000
154
$923K 0.09%
13,900
155
$915K 0.09%
7,400
-11,902
156
$913K 0.09%
35,471
157
$902K 0.09%
10,200
158
$895K 0.09%
12,200
159
$890K 0.09%
6,700
160
$888K 0.09%
8,400
161
$856K 0.09%
5,200
-1,000
162
$843K 0.09%
12,500
163
$841K 0.08%
1,960
164
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4,000
165
$827K 0.08%
47,300
166
$815K 0.08%
5,700
167
$812K 0.08%
6,300
168
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13,000
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14,200
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172
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9,969
173
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6,600
174
$771K 0.08%
13,600
175
$769K 0.08%
14,700