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
$878M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.1M
3
+$12.6M
4
LOW icon
Lowe's Companies
LOW
+$9.07M
5
VTR icon
Ventas
VTR
+$8.95M

Top Sells

1
+$10M
2
+$9.09M
3
+$8.86M
4
MS icon
Morgan Stanley
MS
+$8.72M
5
HAE icon
Haemonetics
HAE
+$8.71M

Sector Composition

1 Healthcare 34.6%
2 Consumer Discretionary 15.02%
3 Consumer Staples 10.49%
4 Real Estate 6.92%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$264K 0.03%
2,962
-8,422
277
$264K 0.03%
+15,864
278
$263K 0.03%
6,902
279
$258K 0.03%
4,956
-7,119
280
$254K 0.03%
+7,825
281
$247K 0.03%
+6,538
282
$241K 0.03%
1,898
283
$233K 0.03%
2,387
284
$229K 0.03%
+5,132
285
$226K 0.03%
67,760
-93,760
286
$225K 0.03%
3,361
287
$224K 0.03%
840
288
$223K 0.03%
2,397
-5,805
289
$222K 0.03%
+14,466
290
$220K 0.03%
+6,438
291
$220K 0.03%
+1,721
292
$219K 0.02%
6,031
-4,137
293
$218K 0.02%
+2,897
294
$213K 0.02%
+7,622
295
$208K 0.02%
+7,429
296
$207K 0.02%
+1,792
297
$207K 0.02%
+4,070
298
$205K 0.02%
+5,057
299
$201K 0.02%
1,617
-18,632
300
$200K 0.02%
+1,694
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