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
$2.19B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1 +$28.1M
2 +$22.1M
3 +$21.1M
4
UNH icon
UnitedHealth
UNH
+$16M
5
THC icon
Tenet Healthcare
THC
+$11.8M

Top Sells

1 +$31.2M
2 +$20.6M
3 +$17.1M
4
PEN icon
Penumbra
PEN
+$11M
5
MS icon
Morgan Stanley
MS
+$10.9M

Sector Composition

1 Technology 28.8%
2 Healthcare 17.49%
3 Financials 16.25%
4 Consumer Discretionary 11.29%
5 Communication Services 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$1.68M 0.08%
6,299
-700
152
$1.67M 0.08%
38,900
153
$1.67M 0.08%
24,243
+731
154
$1.65M 0.08%
4,600
-300
155
$1.62M 0.07%
14,400
-1,000
156
$1.61M 0.07%
5,800
-300
157
$1.61M 0.07%
14,282
158
$1.6M 0.07%
11,100
159
$1.6M 0.07%
37,180
-7,554
160
$1.59M 0.07%
91,000
+45,000
161
$1.59M 0.07%
10,392
162
$1.58M 0.07%
22,300
+13,500
163
$1.57M 0.07%
10,600
-800
164
$1.57M 0.07%
1,900
-200
165
$1.57M 0.07%
12,900
-1,200
166
$1.57M 0.07%
3,712
-100
167
$1.56M 0.07%
41,724
-2,300
168
$1.55M 0.07%
6,928
-1,000
169
$1.51M 0.07%
15,600
-1,600
170
$1.51M 0.07%
8,800
171
$1.5M 0.07%
8,301
172
$1.5M 0.07%
5,350
173
$1.49M 0.07%
4,900
-600
174
$1.47M 0.07%
24,100
175
$1.46M 0.07%
34,642