LOAMS

Lombard Odier Asset Management (Switzerland) Portfolio holdings

AUM $1.98B
1-Year Est. Return 25.93%
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$924M
AUM Growth
-$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.5M
3
+$7.51M
4
VICI icon
VICI Properties
VICI
+$5.89M
5
MDT icon
Medtronic
MDT
+$5.83M

Top Sells

1
+$18M
2
+$13.6M
3
+$10.1M
4
VAR
Varian Medical Systems, Inc.
VAR
+$10.1M
5
MRK icon
Merck
MRK
+$8.54M

Sector Composition

1 Healthcare 30.58%
2 Consumer Discretionary 19.23%
3 Financials 10.01%
4 Technology 7.4%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$375K 0.04%
21,000
-12,535
252
$372K 0.04%
+10,213
253
$368K 0.04%
1,031
+191
254
$364K 0.04%
2,396
+743
255
$361K 0.04%
3,301
+412
256
$361K 0.04%
+5,717
257
$359K 0.04%
4,174
+813
258
$358K 0.04%
+11,361
259
$350K 0.04%
8,169
-4,100
260
$348K 0.04%
4,999
+545
261
$348K 0.04%
2,236
-10,942
262
$346K 0.04%
6,489
-3,691
263
$345K 0.04%
+3,941
264
$340K 0.04%
1,357
-415
265
$326K 0.04%
+4,022
266
$323K 0.03%
7,565
+2,289
267
$319K 0.03%
7,588
+658
268
$318K 0.03%
13,764
-40,605
269
$317K 0.03%
8,133
+1,949
270
$314K 0.03%
+2,258
271
$313K 0.03%
3,860
+858
272
$313K 0.03%
7,645
+1,944
273
$312K 0.03%
+4,521
274
$306K 0.03%
+1,151
275
$301K 0.03%
1,894
+336
9 10
11
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