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
$887M
AUM Growth
-$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$12.8M
3
+$11.3M
4
MED icon
Medifast
MED
+$10.8M
5
FUTU icon
Futu Holdings
FUTU
+$10.3M

Top Sells

1
+$15.4M
2
+$11.8M
3
+$11.5M
4
POOL icon
Pool Corp
POOL
+$10.4M
5
ISRG icon
Intuitive Surgical
ISRG
+$9.51M

Sector Composition

1 Healthcare 34.31%
2 Financials 18.08%
3 Consumer Discretionary 15.66%
4 Technology 8.24%
5 Communication Services 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-1,266
277
– –
-5,138
278
– –
-23,229
279
– –
-5,683
280
– –
-2,007
281
– –
-6,137
282
– –
-1,985
283
– –
-10,634
284
– –
-4,332
285
– –
-9,781
286
– –
-7,532
287
– –
-4,735
288
– –
-10,074
289
– –
-1,777
290
– –
-1,270
291
– –
-2,395
292
– –
-3,352
293
– –
-2,834
294
– –
-9,175
295
– –
-11,664
296
– –
-6,155
297
– –
-1,927
298
– –
-1,686
299
– –
-5,747
300
– –
-1,776
10 11
12
13 14