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
201
$786K 0.05%
5,100
202
$755K 0.05%
5,665
203
$748K 0.05%
+6,400
204
$738K 0.05%
10,700
205
$728K 0.05%
2,450
206
$710K 0.04%
13,400
207
$701K 0.04%
12,100
208
$682K 0.04%
8,600
+1,600
209
$680K 0.04%
2,000
210
$679K 0.04%
3,400
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211
$676K 0.04%
42,700
212
$667K 0.04%
5,845
213
$663K 0.04%
11,600
214
$656K 0.04%
10,863
215
$652K 0.04%
5,200
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216
$651K 0.04%
600
217
$637K 0.04%
+40,000
218
$634K 0.04%
44,400
+19,700
219
$623K 0.04%
139,400
220
$616K 0.04%
8,300
+1,200
221
$612K 0.04%
14,000
+2,500
222
$610K 0.04%
4,700
223
$609K 0.04%
6,300
224
$604K 0.04%
5,091
225
$603K 0.04%
2,700