EOJOAM

E. Ohman J:or Asset Management Portfolio holdings

AUM $4.03B
1-Year Est. Return 22%
This Quarter Est. Return
1 Year Est. Return
+22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$992M
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1 +$13.2M
2 +$9.82M
3 +$9.75M
4
AABA
Altaba Inc
AABA
+$8.72M
5
AMZN icon
Amazon
AMZN
+$6.97M

Top Sells

1 +$4.36M
2 +$3.19M
3 +$2.08M
4
PEP icon
PepsiCo
PEP
+$1.69M
5
MS icon
Morgan Stanley
MS
+$1.68M

Sector Composition

1 Technology 19.55%
2 Financials 18.44%
3 Consumer Discretionary 15.04%
4 Communication Services 14.2%
5 Healthcare 14.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$44.3M 4.47%
953,560
+284,500
2
$44.2M 4.45%
640,954
+142,421
3
$39.7M 4%
1,102,688
+179,208
4
$38.4M 3.88%
794,140
+144,060
5
$30.7M 3.1%
459,124
+145,720
6
$29.3M 2.96%
208,100
+17,900
7
$20.9M 2.1%
341,173
+113,641
8
$19.9M 2%
819,377
+183,522
9
$16.4M 1.65%
305,118
+87,102
10
$16.2M 1.63%
92,860
+36,955
11
$15.8M 1.59%
504,146
+158,520
12
$15.1M 1.52%
258,780
+89,204
13
$14.5M 1.46%
318,760
14
$13.4M 1.35%
88,819
-900
15
$13.3M 1.34%
125,402
+44,414
16
$13.1M 1.32%
92,400
-11,002
17
$12.9M 1.3%
288,767
+87,890
18
$12.9M 1.3%
99,070
+46,175
19
$12.7M 1.28%
235,697
+97,789
20
$12.4M 1.25%
132,330
+28,792
21
$12.4M 1.25%
45,690
+23,267
22
$11.7M 1.18%
258,439
+64,980
23
$10.8M 1.09%
184,370
+71,978
24
$10.7M 1.08%
48,072
+14,507
25
$9.83M 0.99%
200,650
+82,466