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
326
$135K 0.02%
2,361
-79,745
327
$134K 0.02%
+3,712
328
$133K 0.02%
18,719
329
$133K 0.02%
1,925
-9,731
330
$132K 0.02%
58,158
331
$130K 0.02%
+1,703
332
$128K 0.02%
+1,437
333
$128K 0.02%
+2,959
334
$125K 0.02%
2,652
-2,986
335
$125K 0.02%
+2,377
336
$124K 0.02%
2,071
-15,660
337
$123K 0.01%
+3,570
338
$123K 0.01%
+3,845
339
$123K 0.01%
+2,293
340
$123K 0.01%
+2,952
341
$123K 0.01%
+4,245
342
$120K 0.01%
+1,774
343
$120K 0.01%
10,360
-194,280
344
$119K 0.01%
+2,549
345
$117K 0.01%
2,189
-16,147
346
$116K 0.01%
+3,116
347
$115K 0.01%
+9,598
348
$113K 0.01%
+1,305
349
$113K 0.01%
+7,276
350
$113K 0.01%
+4,099
12 13
14
15 16