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
176
$1.45M 0.07%
12,033
177
$1.44M 0.07%
24,800
-2,000
178
$1.43M 0.07%
11,508
-1,000
179
$1.42M 0.06%
12,300
180
$1.42M 0.06%
59,200
181
$1.42M 0.06%
6,500
182
$1.4M 0.06%
31,800
183
$1.37M 0.06%
10,100
184
$1.37M 0.06%
15,923
-1,700
185
$1.36M 0.06%
12,800
-700
186
$1.36M 0.06%
15,100
187
$1.35M 0.06%
16,800
188
$1.35M 0.06%
7,263
189
$1.32M 0.06%
8,689
190
$1.31M 0.06%
4,600
-400
191
$1.29M 0.06%
36,200
192
$1.28M 0.06%
33,353
-3,600
193
$1.28M 0.06%
19,904
194
$1.27M 0.06%
20,300
-700
195
$1.26M 0.06%
5,000
196
$1.26M 0.06%
+22,900
197
$1.25M 0.06%
11,700
-700
198
$1.25M 0.06%
23,168
199
$1.24M 0.06%
7,273
200
$1.23M 0.06%
43,300
+8,800