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
$842M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$16.6M
3
+$12M
4
CCL icon
Carnival Corp
CCL
+$11.6M
5
AAPL icon
Apple
AAPL
+$9.88M

Top Sells

1
+$21.3M
2
+$20.5M
3
+$20.4M
4
BC icon
Brunswick
BC
+$11.1M
5
A icon
Agilent Technologies
A
+$10.4M

Sector Composition

1 Healthcare 33.24%
2 Technology 15.87%
3 Consumer Discretionary 14.63%
4 Consumer Staples 11.19%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$204K 0.02%
6,908
252
$203K 0.02%
3,906
253
$201K 0.02%
1,962
254
$201K 0.02%
2,926
255
$199K 0.02%
2,222
256
$196K 0.02%
2,265
257
$196K 0.02%
2,617
258
$192K 0.02%
12,510
259
$189K 0.02%
5,119
260
$187K 0.02%
981
261
$187K 0.02%
3,627
262
$187K 0.02%
4,900
-54,977
263
$181K 0.02%
5,453
264
$180K 0.02%
1,351
265
$177K 0.02%
3,039
266
$177K 0.02%
2,341
267
$176K 0.02%
2,245
268
$176K 0.02%
2,118
269
$174K 0.02%
2,422
270
$171K 0.02%
1,091
271
$171K 0.02%
3,873
272
$171K 0.02%
2,372
-81,782
273
$171K 0.02%
1,492
274
$168K 0.02%
1,068
275
$167K 0.02%
10,760
+700
9 10
11
12 13