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
$1.03B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.7M
3
+$13.1M
4
AMP icon
Ameriprise Financial
AMP
+$12.3M
5
AMZN icon
Amazon
AMZN
+$10.5M

Top Sells

1
+$17.6M
2
+$12.3M
3
+$7.38M
4
ULTA icon
Ulta Beauty
ULTA
+$6.99M
5
BABA icon
Alibaba
BABA
+$6.15M

Sector Composition

1 Healthcare 29.4%
2 Consumer Discretionary 16.27%
3 Consumer Staples 10.24%
4 Financials 9.03%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$239K 0.02%
1,583
302
$234K 0.02%
8,374
303
$228K 0.02%
4,414
304
$227K 0.02%
2,678
305
$226K 0.02%
2,265
306
$226K 0.02%
7,564
307
$223K 0.02%
3,906
308
$222K 0.02%
4,070
309
$221K 0.02%
1,880
310
$220K 0.02%
2,026
311
$219K 0.02%
1,701
312
$219K 0.02%
1,100
313
$214K 0.02%
+2,636
314
$214K 0.02%
+7,734
315
$210K 0.02%
2,378
-5,435
316
$210K 0.02%
+2,942
317
$207K 0.02%
2,675
318
$206K 0.02%
2,906
-21,854
319
$201K 0.02%
+2,079
320
$201K 0.02%
+4,037
321
$200K 0.02%
+936
322
$130K 0.01%
13,875
-12,552
323
– –
-32,854
324
– –
-74,296
325
– –
-8,851
11 12
13
14 15