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
$842M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$16.6M
3
+$12M
4
CCL icon
Carnival Corp
CCL
+$11.6M
5
AAPL icon
Apple
AAPL
+$9.88M

Top Sells

1
+$21.3M
2
+$20.5M
3
+$20.4M
4
BC icon
Brunswick
BC
+$11.1M
5
A icon
Agilent Technologies
A
+$10.4M

Sector Composition

1 Healthcare 33.24%
2 Technology 15.87%
3 Consumer Discretionary 14.63%
4 Consumer Staples 11.19%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$167K 0.02%
1,583
277
$167K 0.02%
5,670
278
$166K 0.02%
1,100
279
$164K 0.02%
1,293
280
$162K 0.02%
3,316
281
$162K 0.02%
2,197
282
$162K 0.02%
2,702
283
$162K 0.02%
5,126
284
$160K 0.02%
6,391
285
$159K 0.02%
1,395
-7,477
286
$159K 0.02%
1,128
287
$158K 0.02%
1,437
288
$158K 0.02%
7,564
289
$158K 0.02%
1,422
290
$157K 0.02%
1,920
291
$157K 0.02%
8,665
292
$156K 0.02%
2,942
293
$154K 0.02%
2,214
294
$153K 0.02%
4,241
295
$151K 0.02%
2,079
296
$149K 0.02%
2,024
297
$149K 0.02%
2,071
298
$149K 0.02%
2,377
299
$147K 0.02%
3,587
300
$147K 0.02%
2,409
10 11
12
13 14