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
$898M
AUM Growth
-$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$28.5M
3
+$28.4M
4
CVS icon
CVS Health
CVS
+$26.9M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$21.5M

Top Sells

1
+$39.8M
2
+$25.2M
3
+$19.4M
4
NWL icon
Newell Brands
NWL
+$17.7M
5
LNKD
LinkedIn Corporation
LNKD
+$16.5M

Sector Composition

1 Healthcare 26.61%
2 Consumer Discretionary 15.76%
3 Technology 14.09%
4 Financials 11.09%
5 Consumer Staples 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$231K 0.03%
5,471
-80,884
352
$230K 0.03%
+1,623
353
$226K 0.03%
2,894
-16,106
354
$224K 0.02%
+1,133
355
$223K 0.02%
2,191
-6,609
356
$214K 0.02%
+3,906
357
$213K 0.02%
7,152
-22,165
358
$211K 0.02%
+1,742
359
$210K 0.02%
+4,182
360
$209K 0.02%
+10,169
361
$209K 0.02%
3,829
362
$209K 0.02%
+6,606
363
$209K 0.02%
+3,614
364
$209K 0.02%
+1,200
365
$208K 0.02%
+10,926
366
$207K 0.02%
+8,045
367
$207K 0.02%
1,650
-2,650
368
$206K 0.02%
1,362
-2,358
369
$204K 0.02%
2,647
-21,053
370
$202K 0.02%
3,501
-41,999
371
$202K 0.02%
1,891
-1,809
372
$200K 0.02%
+2,902
373
$191K 0.02%
12,488
374
$185K 0.02%
+38,843
375
$120K 0.01%
11,339
-12,861
13 14
15
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