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
$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
1
$225M 7.07%
798,156
-12,887
2
$179M 5.62%
1,337,480
-8,600
3
$172M 5.42%
1,218,475
+4,791
4
$142M 4.48%
867,080
+40,800
5
$81.7M 2.57%
3,945,720
-90,000
6
$72.1M 2.27%
440,485
+300
7
$67.6M 2.12%
117,332
-2,500
8
$60M 1.88%
104,933
9
$56.8M 1.78%
254,976
+2,500
10
$53M 1.66%
705,328
+36,810
11
$52M 1.63%
380,444
-16,960
12
$48.3M 1.52%
894,047
-8,600
13
$47.2M 1.48%
77,380
+600
14
$45.3M 1.42%
778,245
+63,100
15
$42.7M 1.34%
270,954
+49,829
16
$42.2M 1.33%
388,802
+1,700
17
$42.2M 1.32%
207,830
-6,811
18
$42M 1.32%
431,745
-52,083
19
$41.8M 1.31%
333,265
-2,800
20
$41.6M 1.31%
49,627
-700
21
$40.9M 1.28%
390,774
+4,300
22
$40.3M 1.27%
94,792
+500
23
$37.5M 1.18%
57,977
-750
24
$36.8M 1.16%
460,494
25
$36.6M 1.15%
421,200
-3,200
1
2 3 4 5