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
$929M
AUM Growth
-$2.96B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$18.1M
3
+$14.5M
4
NWL icon
Newell Brands
NWL
+$13.3M
5
BCR
CR Bard Inc.
BCR
+$12.9M

Top Sells

1
+$93.4M
2
+$78.1M
3
+$74M
4
MSFT icon
Microsoft
MSFT
+$63.8M
5
META icon
Meta Platforms (Facebook)
META
+$55.2M

Sector Composition

1 Technology 19.16%
2 Consumer Discretionary 13.93%
3 Healthcare 9.87%
4 Consumer Staples 6.77%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$330K 0.04%
+17,383
277
$330K 0.04%
4,746
-391,970
278
$327K 0.04%
30,998
-3,394
279
$327K 0.04%
21,431
-33,771
280
$322K 0.03%
2,685
-158,313
281
$321K 0.03%
4,417
-188,758
282
$320K 0.03%
7,100
-50,542
283
$319K 0.03%
6,103
-66,569
284
$316K 0.03%
4,054
-22,394
285
$316K 0.03%
+23,400
286
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+12,884
287
$314K 0.03%
3,800
-48,557
288
$312K 0.03%
+11,192
289
$311K 0.03%
3,350
-440,107
290
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13,799
-23,976
291
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2,769
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292
$302K 0.03%
2,289
-9,400
293
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5,400
-17,300
294
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8,703
-11,261
295
$295K 0.03%
6,938
296
$293K 0.03%
7,674
-45,018
297
$293K 0.03%
11,200
-31,010
298
$290K 0.03%
6,200
-27,740
299
$288K 0.03%
+15,690
300
$285K 0.03%
3,081
-82,110
10 11
12
13 14