LOAMS
Lombard Odier Asset Management (Switzerland) Portfolio holdings
AUM
$1.98B
This Quarter Return
+5.31%
1 Year Return
+25.93%
3 Year Return
+103.45%
5 Year Return
+160.5%
10 Year Return
+469.02%
AUM
$736M
AUM Growth
+$736M
(-13%)
Cap. Flow
-$163M
Cap. Flow
% of AUM
-22.12%
Top 10 Holdings %
Top 10 Hldgs %
31.84%
Holding
483
New
44
Increased
58
Reduced
102
Closed
199
Top Buys
| 1 |
UnitedHealth
UNH
|
$14.9M |
| 2 |
Healthcare Realty
HR
|
$12.9M |
| 3 |
Bristol-Myers Squibb
BMY
|
$10.4M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$10.1M |
| 5 |
Zimmer Biomet
ZBH
|
$8.43M |
Top Sells
| 1 |
Apple
AAPL
|
$17.3M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$16.9M |
| 3 |
Coca-Cola Femsa
KOF
|
$12.5M |
| 4 |
Carnival Corp
CCL
|
$11.8M |
| 5 |
Cisco
CSCO
|
$10.9M |
Sector Composition
| 1 | Healthcare | 41.11% |
| 2 | Consumer Discretionary | 14.28% |
| 3 | Consumer Staples | 13.84% |
| 4 | Real Estate | 5.75% |
| 5 | Financials | 4.31% |
