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
326
$279K 0.02%
+3,228
327
$276K 0.02%
29,050
-46,875
328
$276K 0.02%
+664
329
$272K 0.02%
+1,303
330
$266K 0.02%
+536
331
$266K 0.02%
+1,099
332
$262K 0.02%
+3,646
333
$258K 0.02%
+6,608
334
$253K 0.02%
+2,611
335
$248K 0.02%
+1,804
336
$246K 0.02%
+4,067
337
$239K 0.02%
+9,339
338
$235K 0.02%
+6,263
339
$234K 0.02%
+6,144
340
$233K 0.02%
+5,956
341
$232K 0.02%
+1,958
342
$231K 0.02%
+1,682
343
$220K 0.02%
+6,790
344
$220K 0.02%
+1,160
345
$212K 0.01%
+9,206
346
$203K 0.01%
+33,386
347
$121K 0.01%
+11,017
348
– –
-19,147
349
– –
-10,700
350
– –
-12,314
11 12 13
14
15