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
$842M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$16.6M
3
+$12M
4
CCL icon
Carnival Corp
CCL
+$11.6M
5
AAPL icon
Apple
AAPL
+$9.88M

Top Sells

1
+$21.3M
2
+$20.5M
3
+$20.4M
4
BC icon
Brunswick
BC
+$11.1M
5
A icon
Agilent Technologies
A
+$10.4M

Sector Composition

1 Healthcare 33.24%
2 Technology 15.87%
3 Consumer Discretionary 14.63%
4 Consumer Staples 11.19%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$92K 0.01%
2,813
352
$91K 0.01%
2,228
353
$90K 0.01%
6,244
354
$90K 0.01%
4,875
355
$90K 0.01%
1,922
356
$90K 0.01%
1,632
357
$89K 0.01%
1,411
358
$88K 0.01%
3,887
359
$88K 0.01%
1,162
-24,671
360
$87K 0.01%
496
361
$87K 0.01%
4,865
362
$87K 0.01%
1,793
363
$86K 0.01%
1,515
364
$85K 0.01%
2,732
-29,563
365
$85K 0.01%
859
366
$84K 0.01%
1,684
367
$83K 0.01%
8,850
368
$83K 0.01%
3,513
369
$82K 0.01%
1,251
370
$82K 0.01%
4,951
371
$80K 0.01%
720
372
$78K 0.01%
1,634
373
$78K 0.01%
628
374
$77K 0.01%
2,608
375
$76K 0.01%
1,993
13 14
15
16 17