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
$938M
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$15.4M
3
+$12.6M
4
TAL icon
TAL Education Group
TAL
+$12.4M
5
YUMC icon
Yum China
YUMC
+$10.9M

Top Sells

1
+$15M
2
+$13M
3
+$11.1M
4
ZTS icon
Zoetis
ZTS
+$10.5M
5
DHR icon
Danaher
DHR
+$10M

Sector Composition

1 Healthcare 30.09%
2 Consumer Discretionary 15.85%
3 Financials 12.01%
4 Technology 10.5%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$388K 0.04%
+4,735
252
$388K 0.04%
+1,815
253
$387K 0.04%
+226
254
$386K 0.04%
+10,103
255
$385K 0.04%
20,274
-8,728
256
$377K 0.04%
+5,747
257
$375K 0.04%
+7,622
258
$371K 0.04%
+4,762
259
$370K 0.04%
+3,239
260
$355K 0.04%
+5,683
261
$352K 0.04%
+19,292
262
$351K 0.04%
+13,766
263
$347K 0.04%
+6,168
264
$343K 0.04%
+4,240
265
$341K 0.04%
+7,448
266
$339K 0.04%
+1,804
267
$332K 0.03%
+4,262
268
$329K 0.03%
+1,770
269
$325K 0.03%
+1,897
270
$324K 0.03%
+8,376
271
$321K 0.03%
+6,309
272
$320K 0.03%
+23,783
273
$317K 0.03%
+2,997
274
$316K 0.03%
+1,250
275
$307K 0.03%
+1,270
9 10
11
12 13