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
$1.59B
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$11.2M
3 +$7.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.69M
5
C icon
Citigroup
C
+$4.5M

Top Sells

1 +$11.6M
2 +$10.2M
3 +$9.03M
4
SBUX icon
Starbucks
SBUX
+$8.96M
5
NVDA icon
NVIDIA
NVDA
+$4.86M

Sector Composition

1 Technology 26.6%
2 Financials 18.49%
3 Communication Services 15.81%
4 Consumer Discretionary 12.71%
5 Healthcare 12.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$907K 0.06%
31,800
177
$896K 0.06%
7,900
178
$888K 0.06%
9,400
+2,000
179
$888K 0.06%
11,800
180
$882K 0.06%
6,800
181
$881K 0.06%
6,100
182
$881K 0.06%
4,300
-2,900
183
$866K 0.05%
107,284
+11,000
184
$851K 0.05%
6,300
185
$849K 0.05%
3,900
186
$846K 0.05%
8,700
187
$845K 0.05%
1,200
+200
188
$844K 0.05%
10,800
+1,600
189
$844K 0.05%
18,719
+2,646
190
$841K 0.05%
4,727
+1,200
191
$841K 0.05%
6,760
192
$834K 0.05%
70,200
193
$830K 0.05%
10,600
+1,200
194
$830K 0.05%
93,000
195
$824K 0.05%
5,600
196
$812K 0.05%
8,700
197
$802K 0.05%
9,300
-6,200
198
$795K 0.05%
49,500
-33,000
199
$787K 0.05%
44,100
200
$786K 0.05%
97,000