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
$1.03B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.7M
3
+$13.1M
4
AMP icon
Ameriprise Financial
AMP
+$12.3M
5
AMZN icon
Amazon
AMZN
+$10.5M

Top Sells

1
+$17.6M
2
+$12.3M
3
+$7.38M
4
ULTA icon
Ulta Beauty
ULTA
+$6.99M
5
BABA icon
Alibaba
BABA
+$6.15M

Sector Composition

1 Healthcare 29.4%
2 Consumer Discretionary 16.27%
3 Consumer Staples 10.24%
4 Financials 9.03%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$585K 0.06%
4,216
227
$579K 0.06%
17,206
228
$578K 0.06%
4,097
229
$572K 0.06%
24,357
-25,112
230
$551K 0.05%
5,705
231
$518K 0.05%
+8,854
232
$515K 0.05%
+4,346
233
$474K 0.05%
259
234
$469K 0.05%
3,474
235
$463K 0.05%
10,593
236
$457K 0.04%
8,761
237
$449K 0.04%
8,409
238
$447K 0.04%
5,226
239
$439K 0.04%
8,196
240
$420K 0.04%
6,619
241
$420K 0.04%
3,519
242
$415K 0.04%
6,503
243
$415K 0.04%
6,232
+1,724
244
$404K 0.04%
2,579
245
$383K 0.04%
5,241
246
$379K 0.04%
3,270
247
$374K 0.04%
4,596
248
$372K 0.04%
2,545
249
$370K 0.04%
7,139
250
$361K 0.04%
2,894
8 9
10
11 12