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
176
$769K 0.08%
14,700
177
$767K 0.08%
6,300
178
$756K 0.08%
10,100
179
$753K 0.08%
19,400
-3,200
180
$753K 0.08%
58,521
-108,373
181
$750K 0.08%
4,700
182
$747K 0.08%
25,000
-4,000
183
$746K 0.08%
12,200
184
$744K 0.08%
13,200
185
$735K 0.07%
19,000
186
$733K 0.07%
24,400
187
$730K 0.07%
3,800
188
$730K 0.07%
4,500
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189
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14,400
190
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8,300
191
$719K 0.07%
5,768
192
$719K 0.07%
16,300
193
$712K 0.07%
21,240
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194
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195
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8,600
196
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10,000
197
$693K 0.07%
22,900
198
$685K 0.07%
15,100
199
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6,200
-1,200
200
$680K 0.07%
22,800