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
$1.34B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.83M
3
+$5.77M
4
PX
Praxair Inc
PX
+$5.26M
5
MSFT icon
Microsoft
MSFT
+$4.93M

Top Sells

1
+$10.6M
2
+$5.58M
3
+$4.19M
4
BAC icon
Bank of America
BAC
+$3.5M
5
F icon
Ford
F
+$2.63M

Sector Composition

1 Technology 35.88%
2 Financials 13.09%
3 Consumer Discretionary 12.12%
4 Communication Services 9.99%
5 Healthcare 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$252K 0.02%
+18,964
252
$240K 0.02%
22,277
+1,468
253
– –
-26,124
254
– –
-10,006
255
– –
-10,865
256
– –
-13,415
257
– –
-12,011
258
– –
-11,697
259
– –
-11,357
260
– –
-11,283
7 8 9 10
11