LOAMS

Lombard Odier Asset Management (Switzerland) Portfolio holdings

AUM $1.98B
1-Year Est. Return 25.93%
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.98B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$7.76M
3
+$5.86M
4
AVGO icon
Broadcom
AVGO
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.77M

Top Sells

1
+$4.49M
2
+$2.45M
3
+$2.23M
4
WSM icon
Williams-Sonoma
WSM
+$1.83M
5
RSG icon
Republic Services
RSG
+$1.75M

Sector Composition

1 Technology 38.05%
2 Financials 14.78%
3 Communication Services 11.1%
4 Consumer Discretionary 10.37%
5 Healthcare 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.45T
$158M 7.96%
1,000,407
+49,134
MSFT icon
2
Microsoft
MSFT
$3.81T
$149M 7.5%
299,205
+19,153
AAPL icon
3
Apple
AAPL
$3.71T
$125M 6.32%
611,355
+28,566
AMZN icon
4
Amazon
AMZN
$2.27T
$88.1M 4.44%
401,491
+6,512
META icon
5
Meta Platforms (Facebook)
META
$1.79T
$65.3M 3.29%
88,427
+3,759
AVGO icon
6
Broadcom
AVGO
$1.64T
$52.5M 2.65%
190,585
+11,034
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.05T
$46M 2.32%
260,938
+13,320
GOOG icon
8
Alphabet (Google) Class C
GOOG
$3.06T
$38.8M 1.95%
218,530
+12,425
TSLA icon
9
Tesla
TSLA
$1.46T
$38.7M 1.95%
121,939
-3,535
JPM icon
10
JPMorgan Chase
JPM
$808B
$33.6M 1.69%
115,819
+7,561
V icon
11
Visa
V
$665B
$32M 1.61%
90,141
-1,068
NFLX icon
12
Netflix
NFLX
$509B
$25.3M 1.28%
18,917
+1,362
MA icon
13
Mastercard
MA
$507B
$23.7M 1.19%
42,172
+4,277
LLY icon
14
Eli Lilly
LLY
$711B
$21.4M 1.08%
27,403
+1,096
JNJ icon
15
Johnson & Johnson
JNJ
$464B
$20.2M 1.02%
132,124
+11,708
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.06T
$18.8M 0.95%
38,685
+3,159
COST icon
17
Costco
COST
$416B
$17.9M 0.9%
18,132
+1,480
PX
18
DELISTED
Praxair Inc
PX
$17.4M 0.88%
37,162
+1,200
HWM icon
19
Howmet Aerospace
HWM
$76.7B
$16.9M 0.85%
90,592
-24,112
ORCL icon
20
Oracle
ORCL
$833B
$16.3M 0.82%
74,568
+6,742
WMT icon
21
Walmart
WMT
$857B
$13.8M 0.69%
140,681
+16,834
AXP icon
22
American Express
AXP
$240B
$13.6M 0.69%
42,643
+7,345
QCOM icon
23
Qualcomm
QCOM
$176B
$13.6M 0.68%
85,297
-2,876
ACN icon
24
Accenture
ACN
$147B
$13.4M 0.67%
44,712
-49
UNH icon
25
UnitedHealth
UNH
$321B
$13.2M 0.67%
42,441
+181
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