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
$1.42B
AUM Growth
+$681M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$34.4M
3
+$30.1M
4
AMZN icon
Amazon
AMZN
+$23.6M
5
META icon
Meta Platforms (Facebook)
META
+$15.9M

Top Sells

1
+$9.54M
2
+$6.62M
3
+$6.26M
4
BC icon
Brunswick
BC
+$5.79M
5
TOL icon
Toll Brothers
TOL
+$3.88M

Sector Composition

1 Technology 27%
2 Healthcare 21.53%
3 Consumer Discretionary 14.22%
4 Financials 12.86%
5 Communication Services 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$802K 0.06%
37,391
+24,327
252
$802K 0.06%
22,365
+4,880
253
$797K 0.06%
+7,920
254
$775K 0.05%
+3,595
255
$772K 0.05%
+1,619
256
$771K 0.05%
22,825
257
$768K 0.05%
19,717
+588
258
$767K 0.05%
+13,014
259
$753K 0.05%
+5,678
260
$753K 0.05%
+16,276
261
$746K 0.05%
+17,303
262
$740K 0.05%
+2,085
263
$739K 0.05%
+486
264
$732K 0.05%
+9,713
265
$718K 0.05%
+13,599
266
$718K 0.05%
39,125
+9,947
267
$710K 0.05%
+2,302
268
$705K 0.05%
+8,967
269
$690K 0.05%
+1,019
270
$686K 0.05%
+6,308
271
$684K 0.05%
+5,139
272
$682K 0.05%
+4,145
273
$680K 0.05%
+8,579
274
$663K 0.05%
+19,132
275
$650K 0.05%
+4,372
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