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
$829M
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$27.7M
3
+$23.8M
4
ZTS icon
Zoetis
ZTS
+$14.5M
5
EL icon
Estee Lauder
EL
+$10.6M

Top Sells

1
+$91.3M
2
+$21.6M
3
+$18.3M
4
META icon
Meta Platforms (Facebook)
META
+$18.1M
5
UNH icon
UnitedHealth
UNH
+$15.4M

Sector Composition

1 Healthcare 28.81%
2 Consumer Discretionary 20.19%
3 Technology 15.08%
4 Consumer Staples 8.68%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$181K 0.02%
+6,908
277
$181K 0.02%
+2,118
278
$180K 0.02%
+2,341
279
$180K 0.02%
+5,126
280
$179K 0.02%
2,942
-132,000
281
$174K 0.02%
2,844
-9,378
282
$173K 0.02%
+1,920
283
$173K 0.02%
6,221
-20,579
284
$171K 0.02%
+1,583
285
$170K 0.02%
+8,374
286
$169K 0.02%
+2,900
287
$168K 0.02%
+3,873
288
$167K 0.02%
+1,293
289
$166K 0.02%
2,422
-16,660
290
$165K 0.02%
2,245
-1,412
291
$164K 0.02%
+1,351
292
$161K 0.02%
+3,627
293
$161K 0.02%
5,670
294
$160K 0.02%
+2,855
295
$160K 0.02%
+2,900
296
$158K 0.02%
+1,100
297
$157K 0.02%
3,039
-19,115
298
$157K 0.02%
+1,921
299
$156K 0.02%
+4,715
300
$155K 0.02%
+1,443
10 11
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