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
$829M
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$27.7M
3
+$23.8M
4
ZTS icon
Zoetis
ZTS
+$14.5M
5
EL icon
Estee Lauder
EL
+$10.6M

Top Sells

1
+$91.3M
2
+$21.6M
3
+$18.3M
4
META icon
Meta Platforms (Facebook)
META
+$18.1M
5
UNH icon
UnitedHealth
UNH
+$15.4M

Sector Composition

1 Healthcare 28.81%
2 Consumer Discretionary 20.19%
3 Technology 15.08%
4 Consumer Staples 8.68%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$291K 0.04%
6,704
227
$278K 0.03%
2,787
228
$277K 0.03%
4,060
229
$276K 0.03%
3,969
-3,786
230
$276K 0.03%
4,544
231
$272K 0.03%
+6,278
232
$269K 0.03%
1,768
233
$262K 0.03%
3,311
-60,000
234
$261K 0.03%
2,255
235
$260K 0.03%
3,561
236
$259K 0.03%
5,355
237
$259K 0.03%
2,926
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238
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4,414
239
$256K 0.03%
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240
$253K 0.03%
41,015
+293
241
$242K 0.03%
1,880
242
$241K 0.03%
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243
$237K 0.03%
2,545
244
$228K 0.03%
2,339
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245
$228K 0.03%
2,600
246
$226K 0.03%
3,085
247
$221K 0.03%
3,758
248
$221K 0.03%
4,073
249
$221K 0.03%
+4,028
250
$219K 0.03%
3,203
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10
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