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
$2.29B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1 +$26M
2 +$25.6M
3 +$24.1M
4
UNH icon
UnitedHealth
UNH
+$14.7M
5
FTNT icon
Fortinet
FTNT
+$12.8M

Top Sells

1 +$31.3M
2 +$27.3M
3 +$16.7M
4
PEN icon
Penumbra
PEN
+$14M
5
COF icon
Capital One
COF
+$12.3M

Sector Composition

1 Technology 27.03%
2 Financials 18.25%
3 Healthcare 17.45%
4 Consumer Discretionary 10.7%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$1.79M 0.08%
+22,000
152
$1.79M 0.08%
6,928
153
$1.79M 0.08%
20,854
154
$1.78M 0.08%
41,224
-500
155
$1.76M 0.08%
+31,000
156
$1.76M 0.08%
15,600
157
$1.74M 0.08%
6,299
158
$1.73M 0.08%
96,343
-26,169
159
$1.7M 0.07%
22,300
160
$1.7M 0.07%
8,301
161
$1.7M 0.07%
9,100
-300
162
$1.69M 0.07%
24,100
163
$1.69M 0.07%
2,000
+100
164
$1.68M 0.07%
145,921
+49,157
165
$1.67M 0.07%
26,400
+1,600
166
$1.67M 0.07%
32,684
+7,000
167
$1.66M 0.07%
60,000
168
$1.66M 0.07%
4,900
169
$1.66M 0.07%
+86,000
170
$1.66M 0.07%
8,800
171
$1.66M 0.07%
14,100
-1,000
172
$1.64M 0.07%
14,200
-200
173
$1.64M 0.07%
34,642
174
$1.59M 0.07%
59,200
175
$1.59M 0.07%
3,412
-300