LOAMS
Lombard Odier Asset Management (Switzerland) Portfolio holdings
AUM
$1.98B
1-Year Return
25.93%
This Quarter Return
-6.61%
1 Year Return
+25.93%
3 Year Return
+103.45%
5 Year Return
+160.5%
10 Year Return
+469.02%
AUM
$1.27B
AUM Growth
-$291M
(-19%)
Cap. Flow
-$128M
Cap. Flow
% of AUM
-10.05%
Top 10 Holdings %
Top 10 Hldgs %
24.84%
Holding
415
New
40
Increased
54
Reduced
57
Closed
258
Top Buys
| 1 |
CVS Health
CVS
|
+$33M |
| 2 |
Incyte
INCY
|
+$26.4M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$24.7M |
| 4 |
Halozyme
HALO
|
+$24.5M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$22.9M |
Top Sells
| 1 |
Pultegroup
PHM
|
+$28.6M |
| 2 |
Biogen
BIIB
|
+$24.6M |
| 3 |
BHVN
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
|
+$24.1M |
| 4 |
Abbott
ABT
|
+$15.5M |
| 5 |
Pool Corp
POOL
|
+$14.2M |
Sector Composition
| 1 | Healthcare | 56.62% |
| 2 | Financials | 13.8% |
| 3 | Consumer Discretionary | 12.01% |
| 4 | Technology | 6.24% |
| 5 | Energy | 3.1% |
