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
301
$458K 0.03%
+6,626
302
$457K 0.03%
+6,798
303
$431K 0.03%
+3,240
304
$425K 0.03%
+15,500
305
$420K 0.03%
+1,282
306
$419K 0.03%
+10,340
307
$418K 0.03%
+8,092
308
$414K 0.03%
+7,910
309
$396K 0.03%
+4,518
310
$371K 0.03%
+2,094
311
$370K 0.03%
+30,957
312
$358K 0.03%
+16,711
313
$351K 0.02%
+11,795
314
$346K 0.02%
17,643
+5,896
315
$343K 0.02%
+109,330
316
$338K 0.02%
+2,880
317
$332K 0.02%
38,005
+13,740
318
$329K 0.02%
+2,936
319
$324K 0.02%
+10,624
320
$321K 0.02%
+1,668
321
$314K 0.02%
+12,912
322
$310K 0.02%
7,854
-2,893
323
$310K 0.02%
+6,170
324
$300K 0.02%
+10,538
325
$300K 0.02%
+26,117
11 12
13
14 15