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
$929M
AUM Growth
-$2.96B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$18.1M
3
+$14.5M
4
NWL icon
Newell Brands
NWL
+$13.3M
5
BCR
CR Bard Inc.
BCR
+$12.9M

Top Sells

1
+$93.4M
2
+$78.1M
3
+$74M
4
MSFT icon
Microsoft
MSFT
+$63.8M
5
META icon
Meta Platforms (Facebook)
META
+$55.2M

Sector Composition

1 Technology 19.16%
2 Consumer Discretionary 13.93%
3 Healthcare 9.87%
4 Consumer Staples 6.77%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$402K 0.04%
6,350
-27,032
227
$398K 0.04%
+20,100
228
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20,000
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229
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231
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232
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15,400
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234
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235
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239
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17,700
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249
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3,200
-33,433
250
$355K 0.04%
6,000
-34,836
8 9
10
11 12