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
$924M
AUM Growth
-$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.5M
3
+$7.51M
4
VICI icon
VICI Properties
VICI
+$5.89M
5
MDT icon
Medtronic
MDT
+$5.83M

Top Sells

1
+$18M
2
+$13.6M
3
+$10.1M
4
VAR
Varian Medical Systems, Inc.
VAR
+$10.1M
5
MRK icon
Merck
MRK
+$8.54M

Sector Composition

1 Healthcare 30.58%
2 Consumer Discretionary 19.23%
3 Financials 10.01%
4 Technology 7.4%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$231K 0.02%
2,021
302
$230K 0.02%
+4,603
303
$230K 0.02%
4,167
-1,105
304
$229K 0.02%
1,900
+283
305
$227K 0.02%
2,006
306
$227K 0.02%
+1,558
307
$227K 0.02%
1,261
+129
308
$226K 0.02%
1,091
309
$226K 0.02%
+6,620
310
$224K 0.02%
10,931
-16,847
311
$222K 0.02%
+1,587
312
$221K 0.02%
+2,595
313
$218K 0.02%
6,902
314
$217K 0.02%
7,622
315
$215K 0.02%
+1,111
316
$213K 0.02%
+719
317
$210K 0.02%
+3,405
318
$209K 0.02%
1,085
319
$206K 0.02%
+1,395
320
$204K 0.02%
+1,212
321
$204K 0.02%
+10,798
322
$203K 0.02%
1,819
323
$202K 0.02%
+3,815
324
$200K 0.02%
3,513
325
$185K 0.02%
10,095
11 12
13
14 15