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

Top Sells

1
+$21.5M
2
+$17M
3
+$9.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.8M
5
QVCGA
QVC Group Inc Series A
QVCGA
+$7.3M

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
351
$471K 0.04%
4,858
-4,213
352
$471K 0.04%
+6,123
353
$467K 0.04%
2,696
354
$466K 0.04%
+19,950
355
$466K 0.04%
10,575
-4,592
356
$465K 0.03%
17,367
-4,085
357
$458K 0.03%
+11,871
358
$458K 0.03%
5,129
-4,978
359
$455K 0.03%
8,767
-7,200
360
$450K 0.03%
10,814
-6,382
361
$449K 0.03%
13,786
-2,866
362
$447K 0.03%
7,555
-6,909
363
$445K 0.03%
54,700
-30,550
364
$441K 0.03%
2,387
-2,228
365
$437K 0.03%
33,158
366
$428K 0.03%
50,200
-17,949
367
$428K 0.03%
7,707
-1,562
368
$425K 0.03%
+4,085
369
$425K 0.03%
7,194
-1,881
370
$424K 0.03%
16,319
-10,435
371
$418K 0.03%
+36,918
372
$417K 0.03%
828,800
-179,280
373
$416K 0.03%
+10,632
374
$414K 0.03%
+11,185
375
$410K 0.03%
11,906
-2,583
13 14
15
16 17