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
$1.06B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$19.4M
3
+$16.2M
4
MA icon
Mastercard
MA
+$12.9M
5
HALO icon
Halozyme
HALO
+$10.6M

Top Sells

1
+$17.2M
2
+$13.5M
3
+$12M
4
HD icon
Home Depot
HD
+$10.1M
5
BABA icon
Alibaba
BABA
+$8.04M

Sector Composition

1 Healthcare 32.52%
2 Consumer Discretionary 16.47%
3 Financials 13.41%
4 Technology 7.88%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$306K 0.03%
7,622
277
$306K 0.03%
+3,466
278
$304K 0.03%
1,460
-2,637
279
$304K 0.03%
8,177
-8,344
280
$302K 0.03%
6,271
281
$302K 0.03%
+5,358
282
$301K 0.03%
1,151
283
$296K 0.03%
5,891
284
$295K 0.03%
12,186
-57,504
285
$294K 0.03%
1,109
286
$294K 0.03%
6,902
287
$293K 0.03%
2,570
-7,003
288
$291K 0.03%
19,893
-15,274
289
$285K 0.03%
239
-717
290
$283K 0.03%
+7,130
291
$282K 0.03%
1,654
292
$277K 0.03%
+9,915
293
$273K 0.03%
5,360
-13,300
294
$267K 0.03%
10,470
-221,316
295
$266K 0.03%
10,095
296
$266K 0.03%
4,951
-3,218
297
$257K 0.02%
+530
298
$256K 0.02%
1,395
299
$256K 0.02%
4,157
-720
300
$253K 0.02%
12,294
+1,496
10 11
12
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