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
$929M
AUM Growth
-$2.96B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$18.1M
3
+$14.5M
4
NWL icon
Newell Brands
NWL
+$13.3M
5
BCR
CR Bard Inc.
BCR
+$12.9M

Top Sells

1
+$93.4M
2
+$78.1M
3
+$74M
4
MSFT icon
Microsoft
MSFT
+$63.8M
5
META icon
Meta Platforms (Facebook)
META
+$55.2M

Sector Composition

1 Technology 19.16%
2 Consumer Discretionary 13.93%
3 Healthcare 9.87%
4 Consumer Staples 6.77%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$355K 0.04%
13,915
-594,921
252
$354K 0.04%
10,960
-250,550
253
$352K 0.04%
22,321
-5,777
254
$352K 0.04%
+10,406
255
$351K 0.04%
8,262
-15,182
256
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6,000
-3,327
257
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8,906
-31,969
258
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3,600
-16,113
259
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4,767
-187,531
260
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-17,569
261
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2,266
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262
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4,073
-57,881
263
$342K 0.04%
6,932
-85,188
264
$341K 0.04%
10,071
-29,041
265
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2,349
-19,989
266
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2,452
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267
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3,686
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268
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12,580
-123,368
269
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3,308
-148,714
270
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4,000
-13,953
271
$332K 0.04%
7,334
-306,197
272
$332K 0.04%
3,731
-37,411
273
$332K 0.04%
3,522
-122,045
274
$331K 0.04%
7,891
-36,169
275
$331K 0.04%
3,290
-4,315
9 10
11
12 13