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
$829M
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$27.7M
3
+$23.8M
4
ZTS icon
Zoetis
ZTS
+$14.5M
5
EL icon
Estee Lauder
EL
+$10.6M

Top Sells

1
+$91.3M
2
+$21.6M
3
+$18.3M
4
META icon
Meta Platforms (Facebook)
META
+$18.1M
5
UNH icon
UnitedHealth
UNH
+$15.4M

Sector Composition

1 Healthcare 28.81%
2 Consumer Discretionary 20.19%
3 Technology 15.08%
4 Consumer Staples 8.68%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$91K 0.01%
+1,251
377
$90K 0.01%
+3,282
378
$88K 0.01%
+720
379
$88K 0.01%
+971
380
$86K 0.01%
1,411
-20,000
381
$86K 0.01%
+859
382
$86K 0.01%
+1,684
383
$86K 0.01%
8,850
-29,550
384
$86K 0.01%
+444
385
$85K 0.01%
+3,513
386
$85K 0.01%
+2,228
387
$84K 0.01%
28,288
-23,689
388
$83K 0.01%
+661
389
$83K 0.01%
+2,642
390
$83K 0.01%
1,793
-59,000
391
$83K 0.01%
+3,887
392
$82K 0.01%
2,464
-14,121
393
$82K 0.01%
+3,370
394
$82K 0.01%
+6,244
395
$81K 0.01%
+3,131
396
$81K 0.01%
+4,951
397
$81K 0.01%
+1,634
398
$77K 0.01%
+1,993
399
$76K 0.01%
+1,965
400
$75K 0.01%
+934
14 15
16
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