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
$743M
AUM Growth
-$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.11M
3
+$6.98M
4
CHE icon
Chemed
CHE
+$5.85M
5
IQV icon
IQVIA
IQV
+$5.72M

Top Sells

1
+$42.2M
2
+$16.6M
3
+$16.5M
4
HUM icon
Humana
HUM
+$12.6M
5
KLAC icon
KLA
KLAC
+$4.46M

Sector Composition

1 Healthcare 37.05%
2 Financials 13.66%
3 Consumer Discretionary 11.74%
4 Consumer Staples 8.04%
5 Technology 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$295K 0.04%
8,276
-7,045
252
$294K 0.04%
13,694
+4,364
253
$294K 0.04%
7,259
-8,699
254
$293K 0.04%
4,970
-2,160
255
$291K 0.04%
+11,072
256
$291K 0.04%
3,371
+1,505
257
$290K 0.04%
+3,142
258
$290K 0.04%
5,571
-5,413
259
$289K 0.04%
+27,565
260
$283K 0.04%
1,970
-31,050
261
$278K 0.04%
+1,979
262
$278K 0.04%
+1,824
263
$277K 0.04%
7,400
264
$277K 0.04%
4,413
-17,313
265
$275K 0.04%
1,380
-5,927
266
$275K 0.04%
3,809
267
$275K 0.04%
+14,345
268
$272K 0.04%
+2,733
269
$269K 0.04%
1,805
-3,147
270
$269K 0.04%
18,128
-23,103
271
$266K 0.04%
+1,909
272
$265K 0.04%
+2,624
273
$265K 0.04%
3,866
-7,271
274
$261K 0.04%
1,676
275
$260K 0.03%
+15,360
9 10
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