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
$3.18B
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1 +$33.1M
2 +$16.8M
3 +$11.2M
4
UPST icon
Upstart Holdings
UPST
+$10.3M
5
FRPT icon
Freshpet
FRPT
+$9.15M

Top Sells

1 +$26M
2 +$25.7M
3 +$21M
4
FTDR icon
Frontdoor
FTDR
+$16.5M
5
ONEM
1Life Healthcare
ONEM
+$9.33M

Sector Composition

1 Technology 29.64%
2 Financials 14.62%
3 Healthcare 14.38%
4 Communication Services 12.9%
5 Consumer Discretionary 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$1.71M 0.05%
13,408
+1,300
202
$1.7M 0.05%
1,000
+100
203
$1.69M 0.05%
28,300
204
$1.69M 0.05%
15,493
+400
205
$1.68M 0.05%
14,900
+2,000
206
$1.67M 0.05%
10,992
-800
207
$1.67M 0.05%
12,633
208
$1.67M 0.05%
58,543
+2,151
209
$1.65M 0.05%
22,300
210
$1.65M 0.05%
5,000
+200
211
$1.65M 0.05%
13,500
212
$1.65M 0.05%
13,400
+600
213
$1.64M 0.05%
26,394
+3,000
214
$1.62M 0.05%
59,100
+8,000
215
$1.62M 0.05%
10,700
+1,200
216
$1.6M 0.05%
19,500
217
$1.59M 0.05%
78,100
+11,100
218
$1.58M 0.05%
19,204
+2,500
219
$1.57M 0.05%
11,000
+1,700
220
$1.57M 0.05%
156,684
+7,000
221
$1.56M 0.05%
33,140
+1,400
222
$1.56M 0.05%
7,800
223
$1.55M 0.05%
14,700
224
$1.55M 0.05%
18,000
225
$1.55M 0.05%
29,700
+4,000