LOAMS

Lombard Odier Asset Management (Switzerland) Portfolio holdings

AUM $2.35B
1-Year Est. Return 30.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$887M
AUM Growth
-$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$11.9M
3
+$10.4M
4
MED icon
Medifast
MED
+$9.72M
5
BC icon
Brunswick
BC
+$9.52M

Top Sells

1
+$15.4M
2
+$11.6M
3
+$9.85M
4
POOL icon
Pool Corp
POOL
+$9.77M
5
ISRG icon
Intuitive Surgical
ISRG
+$9.51M

Sector Composition

1 Healthcare 34.31%
2 Financials 18.08%
3 Consumer Discretionary 15.66%
4 Technology 8.24%
5 Communication Services 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-5,314
352
– –
-3,348
353
– –
-5,878
354
– –
-1,628
355
– –
-5,160
11 12 13 14
15