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
$3.92B
AUM Growth
+$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$85.7M
2
+$55.1M
3
+$54.7M
4
CRM icon
Salesforce
CRM
+$53.6M
5
PANW icon
Palo Alto Networks
PANW
+$48.6M

Top Sells

1
+$34M
2
+$32.1M
3
+$9.32M
4
DECK icon
Deckers Outdoor
DECK
+$8.7M
5
CERT icon
Certara
CERT
+$5.28M

Sector Composition

1 Technology 40.41%
2 Financials 13.73%
3 Healthcare 12.17%
4 Communication Services 10.98%
5 Consumer Discretionary 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$358M 9.13%
851,149
+203,762
2
$215M 5.48%
1,424,556
+364,773
3
$204M 5.2%
2,256,250
+223,370
4
$203M 5.17%
1,182,642
+171,080
5
$183M 4.66%
1,013,477
+303,516
6
$88.9M 2.27%
465,516
+219,485
7
$81.3M 2.07%
405,674
-46,549
8
$76.1M 1.94%
421,464
+155,318
9
$67.9M 1.73%
243,145
-9,367
10
$65.1M 1.66%
216,000
+177,850
11
$64M 1.63%
132,968
+85,115
12
$58.5M 1.49%
120,470
+61,170
13
$56.5M 1.44%
80,914
-3,788
14
$52M 1.33%
366,200
+342,400
15
$51.4M 1.31%
101,901
+74,187
16
$49.9M 1.27%
729,910
+371,868
17
$48.9M 1.25%
264,303
-24,259
18
$48.8M 1.24%
83,999
-7,472
19
$48.4M 1.23%
62,190
+22,790
20
$48.1M 1.23%
114,456
-1,775
21
$48.1M 1.23%
702,270
+27,055
22
$47.3M 1.21%
185,841
-6,858
23
$46.5M 1.18%
71,484
+60,500
24
$42.9M 1.09%
325,182
+2,288
25
$41.8M 1.07%
172,127
+34,621
1
2 3 4 5