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
$1.42B
AUM Growth
+$681M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$34.4M
3
+$30.1M
4
AMZN icon
Amazon
AMZN
+$23.6M
5
META icon
Meta Platforms (Facebook)
META
+$15.9M

Top Sells

1
+$9.54M
2
+$6.62M
3
+$6.26M
4
BC icon
Brunswick
BC
+$5.79M
5
TOL icon
Toll Brothers
TOL
+$3.88M

Sector Composition

1 Technology 27%
2 Healthcare 21.53%
3 Consumer Discretionary 14.22%
4 Financials 12.86%
5 Communication Services 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$648K 0.05%
+5,371
277
$638K 0.04%
18,252
+344
278
$621K 0.04%
20,536
+7,167
279
$620K 0.04%
+6,820
280
$617K 0.04%
+1,771
281
$613K 0.04%
+7,643
282
$597K 0.04%
33,896
+2,617
283
$587K 0.04%
+2,150
284
$555K 0.04%
+2,847
285
$555K 0.04%
+16,595
286
$551K 0.04%
+2,087
287
$541K 0.04%
+1,730
288
$527K 0.04%
+3,959
289
$501K 0.04%
+401
290
$483K 0.03%
+5,002
291
$482K 0.03%
+2,939
292
$472K 0.03%
+23,962
293
$470K 0.03%
+382
294
$470K 0.03%
+1,901
295
$470K 0.03%
+10,075
296
$468K 0.03%
+1,614
297
$464K 0.03%
+4,437
298
$464K 0.03%
+5,228
299
$462K 0.03%
+2,146
300
$462K 0.03%
+16,081
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