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
$938M
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$15.4M
3
+$12.6M
4
TAL icon
TAL Education Group
TAL
+$12.4M
5
YUMC icon
Yum China
YUMC
+$10.9M

Top Sells

1
+$15M
2
+$13M
3
+$11.1M
4
ZTS icon
Zoetis
ZTS
+$10.5M
5
DHR icon
Danaher
DHR
+$10M

Sector Composition

1 Healthcare 30.09%
2 Consumer Discretionary 15.85%
3 Financials 12.01%
4 Technology 10.5%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$461K 0.05%
+2,836
227
$460K 0.05%
+6,137
228
$458K 0.05%
+5,797
229
$454K 0.05%
+2,307
230
$450K 0.05%
+9,569
231
$450K 0.05%
+2,328
232
$449K 0.05%
+2,861
233
$448K 0.05%
+7,532
234
$446K 0.05%
24,459
+13,769
235
$444K 0.05%
+788
236
$443K 0.05%
14,502
-4,712
237
$437K 0.05%
+1,927
238
$432K 0.05%
+13,030
239
$431K 0.05%
+7,917
240
$426K 0.04%
+226
241
$423K 0.04%
+8,126
242
$419K 0.04%
+6,407
243
$413K 0.04%
+4,503
244
$409K 0.04%
+5,335
245
$406K 0.04%
+2,007
246
$401K 0.04%
+7,205
247
$397K 0.04%
+8,448
248
$395K 0.04%
+2,953
249
$394K 0.04%
+4,118
250
$392K 0.04%
+1,686
8 9
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