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
$878M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.1M
3
+$12.6M
4
LOW icon
Lowe's Companies
LOW
+$9.07M
5
VTR icon
Ventas
VTR
+$8.95M

Top Sells

1
+$10M
2
+$9.09M
3
+$8.86M
4
MS icon
Morgan Stanley
MS
+$8.72M
5
HAE icon
Haemonetics
HAE
+$8.71M

Sector Composition

1 Healthcare 34.6%
2 Consumer Discretionary 15.02%
3 Consumer Staples 10.49%
4 Real Estate 6.92%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$338K 0.04%
1,901
252
$336K 0.04%
+3,508
253
$335K 0.04%
5,686
-49,678
254
$331K 0.04%
+5,822
255
$319K 0.04%
2,955
+927
256
$317K 0.04%
+10,708
257
$316K 0.04%
3,341
-3,880
258
$311K 0.04%
2,270
-2,988
259
$304K 0.03%
+16,202
260
$299K 0.03%
7,056
-4,804
261
$298K 0.03%
20,349
-86,845
262
$297K 0.03%
2,889
263
$297K 0.03%
4,002
-3,519
264
$297K 0.03%
+8,798
265
$294K 0.03%
4,079
-5,665
266
$290K 0.03%
3,450
267
$285K 0.03%
4,658
-19,302
268
$282K 0.03%
5,701
269
$274K 0.03%
+6,911
270
$272K 0.03%
4,637
-44,256
271
$270K 0.03%
6,737
-69,794
272
$270K 0.03%
8,498
-13,765
273
$269K 0.03%
156
-147
274
$268K 0.03%
+4,318
275
$267K 0.03%
+2,949
9 10
11
12 13