LOAMS
Lombard Odier Asset Management (Switzerland) Portfolio holdings
AUM
$1.98B
1-Year Return
25.93%
This Quarter Return
+6.08%
1 Year Return
+25.93%
3 Year Return
+103.45%
5 Year Return
+160.5%
10 Year Return
+469.02%
AUM
$1.03B
AUM Growth
+$718K
(+0.07%)
Cap. Flow
-$53.1M
Cap. Flow
% of AUM
-5.17%
Top 10 Holdings %
Top 10 Hldgs %
24.03%
Holding
410
New
56
Increased
75
Reduced
84
Closed
64
Top Buys
| 1 |
Elevance Health
ELV
|
+$17.2M |
| 2 |
Charles Schwab
SCHW
|
+$15.6M |
| 3 |
DESP
Despegar.com
DESP
|
+$11.4M |
| 4 |
Viatris
VTRS
|
+$9.94M |
| 5 |
Carnival Corp
CCL
|
+$9.48M |
Top Sells
| 1 |
NBIS
Nebius Group N.V. Class A Ordinary Shares
NBIS
|
+$16.4M |
| 2 |
Henry Schein
HSIC
|
+$14.8M |
| 3 |
AbbVie
ABBV
|
+$13.4M |
| 4 |
iShares Biotechnology ETF
IBB
|
+$12.8M |
| 5 |
QIWI
QIWI PLC
QIWI
|
+$10.8M |
Sector Composition
| 1 | Healthcare | 26.23% |
| 2 | Consumer Discretionary | 16.8% |
| 3 | Financials | 14.15% |
| 4 | Consumer Staples | 11.4% |
| 5 | Communication Services | 6.27% |
