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
$829M
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$27.7M
3
+$23.8M
4
ZTS icon
Zoetis
ZTS
+$14.5M
5
EL icon
Estee Lauder
EL
+$10.6M

Top Sells

1
+$91.3M
2
+$21.6M
3
+$18.3M
4
META icon
Meta Platforms (Facebook)
META
+$18.1M
5
UNH icon
UnitedHealth
UNH
+$15.4M

Sector Composition

1 Healthcare 28.81%
2 Consumer Discretionary 20.19%
3 Technology 15.08%
4 Consumer Staples 8.68%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$155K 0.02%
+2,197
302
$154K 0.02%
+2,751
303
$154K 0.02%
+1,492
304
$152K 0.02%
2,214
-266,559
305
$150K 0.02%
+8,665
306
$149K 0.02%
+3,316
307
$149K 0.02%
2,079
-1,571
308
$148K 0.02%
10,060
-130,000
309
$148K 0.02%
+22,634
310
$146K 0.02%
6,401
-3,870
311
$146K 0.02%
+2,978
312
$143K 0.02%
+2,024
313
$143K 0.02%
+2,409
314
$143K 0.02%
+4,723
315
$143K 0.02%
+1,128
316
$142K 0.02%
1,618
-26,000
317
$142K 0.02%
+3,587
318
$141K 0.02%
+1,405
319
$140K 0.02%
+7,564
320
$140K 0.02%
+2,702
321
$139K 0.02%
+1,422
322
$139K 0.02%
+1,615
323
$138K 0.02%
+3,587
324
$138K 0.02%
2,273
-23,860
325
$136K 0.02%
+597
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