LOAMS

Lombard Odier Asset Management (Switzerland) Portfolio holdings

AUM $2.22B
1-Year Est. Return 30.1%
This Quarter Est. Return
1 Year Est. Return
+30.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$878M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.1M
3
+$12.6M
4
LOW icon
Lowe's Companies
LOW
+$9.07M
5
VTR icon
Ventas
VTR
+$8.95M

Top Sells

1
+$10M
2
+$9.09M
3
+$8.86M
4
MS icon
Morgan Stanley
MS
+$8.72M
5
HAE icon
Haemonetics
HAE
+$8.71M

Sector Composition

1 Healthcare 34.6%
2 Consumer Discretionary 15.02%
3 Consumer Staples 10.49%
4 Real Estate 6.92%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$453K 0.05%
+21,076
227
$451K 0.05%
9,980
-13,403
228
$450K 0.05%
+68,641
229
$442K 0.05%
6,488
230
$427K 0.05%
31,350
-46,100
231
$422K 0.05%
4,175
232
$419K 0.05%
+7,748
233
$418K 0.05%
2,124
+172
234
$418K 0.05%
+2,780
235
$418K 0.05%
5,464
+2,647
236
$411K 0.05%
1,275
237
$406K 0.05%
2,879
-2,237
238
$406K 0.05%
1,794
-2,926
239
$402K 0.05%
8,250
-12,736
240
$392K 0.04%
+9,669
241
$376K 0.04%
14,164
+1,573
242
$376K 0.04%
+4,093
243
$370K 0.04%
13,810
244
$370K 0.04%
3,676
-76
245
$359K 0.04%
+4,974
246
$353K 0.04%
5,281
247
$348K 0.04%
+10,216
248
$348K 0.04%
+1,421
249
$346K 0.04%
2,171
-2,718
250
$340K 0.04%
13,370
8 9
10
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