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
$1.33B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1 +$44.4M
2 +$41.6M
3 +$32.3M
4
CVS icon
CVS Health
CVS
+$30M
5
DHR icon
Danaher
DHR
+$29.2M

Sector Composition

1 Healthcare 36.4%
2 Consumer Discretionary 16.83%
3 Financials 13.95%
4 Technology 9.56%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$516K 0.04%
13,526
-5,663
327
$512K 0.04%
15,717
-2,729
328
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334
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335
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336
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347
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350
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19,527
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