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
201
$1.25M 0.05%
1,100
202
$1.23M 0.05%
7,228
203
$1.23M 0.05%
4,900
-500
204
$1.22M 0.05%
38,400
+4,400
205
$1.21M 0.05%
7,900
+800
206
$1.2M 0.05%
15,423
-2,300
207
$1.2M 0.05%
14,080
208
$1.19M 0.05%
48,800
209
$1.19M 0.05%
5,900
+800
210
$1.19M 0.05%
13,100
211
$1.19M 0.05%
1,000
212
$1.18M 0.05%
6,800
213
$1.17M 0.05%
6,900
-22,488
214
$1.15M 0.05%
97,500
+58,200
215
$1.14M 0.05%
38,240
216
$1.13M 0.05%
11,400
-1,900
217
$1.13M 0.05%
11,300
218
$1.12M 0.05%
5,400
+1,100
219
$1.1M 0.05%
4,500
-5,700
220
$1.1M 0.04%
5,500
+2,400
221
$1.1M 0.04%
15,200
+1,200
222
$1.1M 0.04%
15,089
223
$1.09M 0.04%
13,900
224
$1.04M 0.04%
6,500
225
$1.04M 0.04%
3,800
+1,800