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
$924M
AUM Growth
-$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.5M
3
+$7.51M
4
VICI icon
VICI Properties
VICI
+$5.89M
5
MDT icon
Medtronic
MDT
+$5.83M

Top Sells

1
+$18M
2
+$13.6M
3
+$10.1M
4
VAR
Varian Medical Systems, Inc.
VAR
+$10.1M
5
MRK icon
Merck
MRK
+$8.54M

Sector Composition

1 Healthcare 30.58%
2 Consumer Discretionary 19.23%
3 Financials 10.01%
4 Technology 7.4%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$301K 0.03%
10,400
277
$300K 0.03%
5,050
+700
278
$300K 0.03%
4,043
+537
279
$298K 0.03%
2,875
+195
280
$291K 0.03%
5,257
+1,217
281
$286K 0.03%
3,884
+922
282
$283K 0.03%
+1,427
283
$282K 0.03%
4,877
-6,087
284
$274K 0.03%
+5,477
285
$274K 0.03%
+1,109
286
$273K 0.03%
2,730
287
$273K 0.03%
7,679
288
$267K 0.03%
1,654
+16
289
$266K 0.03%
+5,891
290
$266K 0.03%
+3,735
291
$265K 0.03%
1,615
+290
292
$264K 0.03%
+6,318
293
$258K 0.03%
+1,650
294
$249K 0.03%
5,352
295
$246K 0.03%
3,841
-15,288
296
$245K 0.03%
4,260
-933
297
$243K 0.03%
9,140
298
$240K 0.03%
1,898
299
$235K 0.03%
+4,988
300
$233K 0.03%
6,271
+1,214
10 11
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