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
$1.2B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.63M
3
+$7.59M
4
TMO icon
Thermo Fisher Scientific
TMO
+$7.02M
5
NVDA icon
NVIDIA
NVDA
+$6.81M

Top Sells

1
+$3.37M
2
+$3M
3
+$2.99M
4
HPE icon
Hewlett Packard
HPE
+$2.81M
5
HON icon
Honeywell
HON
+$2.31M

Sector Composition

1 Technology 35.08%
2 Financials 12.27%
3 Consumer Discretionary 11.89%
4 Communication Services 9.65%
5 Healthcare 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$293K 0.02%
+35,514
227
$256K 0.02%
13,839
228
$223K 0.02%
20,809
-3,449
229
– –
-10,831
230
– –
-15,577
231
– –
-11,934
232
– –
-10,419
233
– –
-13,212
234
– –
-21,915
235
– –
-10,962
236
– –
-12,289
237
– –
-13,097
238
– –
-16,051
239
– –
-13,753
240
– –
-12,490
6 7 8 9
10