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
$1B
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$9.09M
3
+$7.62M
4
CHE icon
Chemed
CHE
+$7.48M
5
BDX icon
Becton Dickinson
BDX
+$7.17M

Top Sells

1
+$10.1M
2
+$9.85M
3
+$9.24M
4
ILMN icon
Illumina
ILMN
+$6.84M
5
PSMT icon
Pricesmart
PSMT
+$6.05M

Sector Composition

1 Healthcare 35.1%
2 Consumer Discretionary 14.64%
3 Consumer Staples 9.89%
4 Financials 9.49%
5 Technology 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$412K 0.04%
+6,080
252
$402K 0.04%
+6,108
253
$390K 0.04%
+2,640
254
$387K 0.04%
6,488
255
$387K 0.04%
+19,445
256
$384K 0.04%
11,860
+4,804
257
$381K 0.04%
+15,778
258
$379K 0.04%
+15,479
259
$375K 0.04%
4,175
260
$356K 0.04%
6,750
+2,710
261
$344K 0.03%
5,701
262
$340K 0.03%
2,889
263
$336K 0.03%
3,715
-5,313
264
$330K 0.03%
13,370
265
$318K 0.03%
1,901
266
$303K 0.03%
+4,853
267
$303K 0.03%
3,450
268
$301K 0.03%
+2,208
269
$299K 0.03%
20,033
+9,387
270
$296K 0.03%
3,361
271
$289K 0.03%
1,898
272
$288K 0.03%
4,471
273
$287K 0.03%
33,607
-12,148
274
$280K 0.03%
+1,784
275
$280K 0.03%
+8,737
9 10
11
12 13