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
$2.45B
AUM Growth
+$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1 +$64.3M
2 +$26.2M
3 +$17.9M
4
PEN icon
Penumbra
PEN
+$15.6M
5
EHC icon
Encompass Health
EHC
+$15M

Top Sells

1 +$19.5M
2 +$15.8M
3 +$7.87M
4
JPM icon
JPMorgan Chase
JPM
+$7.76M
5
SIVB
SVB Financial Group
SIVB
+$7.14M

Sector Composition

1 Technology 27.94%
2 Healthcare 16%
3 Financials 15.48%
4 Consumer Discretionary 13.23%
5 Communication Services 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1.5M 0.06%
9,600
177
$1.49M 0.06%
35,153
+4,000
178
$1.47M 0.06%
7,073
+900
179
$1.46M 0.06%
10,100
+1,300
180
$1.45M 0.06%
13,400
181
$1.43M 0.06%
15,400
+2,200
182
$1.43M 0.06%
127,684
+20,400
183
$1.43M 0.06%
105,700
+82,000
184
$1.41M 0.06%
22,200
-3,000
185
$1.4M 0.06%
15,000
+4,000
186
$1.4M 0.06%
46,500
187
$1.4M 0.06%
35,140
+4,000
188
$1.38M 0.06%
31,400
+17,600
189
$1.37M 0.06%
4,500
-600
190
$1.37M 0.06%
23,500
+2,900
191
$1.37M 0.06%
15,800
+1,500
192
$1.35M 0.06%
11,900
193
$1.35M 0.05%
3,700
+400
194
$1.32M 0.05%
20,404
+2,900
195
$1.32M 0.05%
+27,500
196
$1.32M 0.05%
29,600
+5,000
197
$1.3M 0.05%
4,900
198
$1.3M 0.05%
15,238
+2,500
199
$1.3M 0.05%
+34,500
200
$1.3M 0.05%
+5,100