LOAMS
Lombard Odier Asset Management (Switzerland) Portfolio holdings
AUM
$1.98B
This Quarter Return
-10.91%
1 Year Return
+25.93%
3 Year Return
+103.45%
5 Year Return
+160.5%
10 Year Return
+469.02%
AUM
$878M
AUM Growth
+$878M
(-13%)
Cap. Flow
-$14.1M
Cap. Flow
% of AUM
-1.61%
Top 10 Holdings %
Top 10 Hldgs %
26.83%
Holding
403
New
69
Increased
111
Reduced
94
Closed
76
Top Buys
| 1 |
Eli Lilly
LLY
|
$14.9M |
| 2 |
Merck
MRK
|
$14.1M |
| 3 |
Equity Lifestyle Properties
ELS
|
$12.6M |
| 4 |
Lowe's Companies
LOW
|
$9.07M |
| 5 |
Ventas
VTR
|
$8.95M |
Top Sells
| 1 |
Charles Schwab
SCHW
|
$10M |
| 2 |
Halozyme
HALO
|
$9.09M |
| 3 |
Thermo Fisher Scientific
TMO
|
$8.86M |
| 4 |
Morgan Stanley
MS
|
$8.72M |
| 5 |
Haemonetics
HAE
|
$8.71M |
Sector Composition
| 1 | Healthcare | 34.6% |
| 2 | Consumer Discretionary | 15.02% |
| 3 | Consumer Staples | 10.49% |
| 4 | Real Estate | 6.92% |
| 5 | Communication Services | 6.01% |
