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
$1.98B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$7.76M
3
+$5.86M
4
AVGO icon
Broadcom
AVGO
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.77M

Top Sells

1
+$4.49M
2
+$2.45M
3
+$2.23M
4
WSM icon
Williams-Sonoma
WSM
+$1.83M
5
RSG icon
Republic Services
RSG
+$1.75M

Sector Composition

1 Technology 38.05%
2 Financials 14.78%
3 Communication Services 11.1%
4 Consumer Discretionary 10.37%
5 Healthcare 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
26
Palantir
PLTR
$425B
$12.7M 0.64%
93,303
+14,859
CRM icon
27
Salesforce
CRM
$233B
$12.6M 0.63%
46,129
+2,294
MDLZ icon
28
Mondelez International
MDLZ
$80.8B
$12.3M 0.62%
182,309
-8,792
MCD icon
29
McDonald's
MCD
$219B
$12.3M 0.62%
41,984
+2,458
CSCO icon
30
Cisco
CSCO
$279B
$12.3M 0.62%
176,655
-3,387
GS icon
31
Goldman Sachs
GS
$232B
$11.8M 0.6%
16,684
-521
BAC icon
32
Bank of America
BAC
$378B
$11.8M 0.59%
248,390
+29,393
AMD icon
33
Advanced Micro Devices
AMD
$377B
$11.7M 0.59%
82,617
+5,316
ABBV icon
34
AbbVie
ABBV
$406B
$11.3M 0.57%
60,923
-1,770
SLF icon
35
Sun Life Financial
SLF
$34B
$10.8M 0.55%
162,716
+1,115
AMAT icon
36
Applied Materials
AMAT
$179B
$10.8M 0.55%
59,111
-1,701
TD icon
37
Toronto Dominion Bank
TD
$135B
$10.6M 0.54%
144,532
-6,811
INTU icon
38
Intuit
INTU
$184B
$10.6M 0.53%
13,400
+853
IBM icon
39
IBM
IBM
$262B
$9.94M 0.5%
33,729
+3,441
MRK icon
40
Merck
MRK
$211B
$9.7M 0.49%
122,508
+8,020
PEP icon
41
PepsiCo
PEP
$210B
$9.61M 0.48%
72,814
+5,649
KO icon
42
Coca-Cola
KO
$294B
$9.49M 0.48%
134,116
+10,875
NEE icon
43
NextEra Energy
NEE
$174B
$9.45M 0.48%
136,180
-1,217
VZ icon
44
Verizon
VZ
$171B
$9.3M 0.47%
214,878
-13,076
RY icon
45
Royal Bank of Canada
RY
$206B
$8.88M 0.45%
67,290
+2,843
ADBE icon
46
Adobe
ADBE
$139B
$8.82M 0.44%
22,810
-293
ABT icon
47
Abbott
ABT
$224B
$8.7M 0.44%
63,932
+6,992
ETR icon
48
Entergy
ETR
$42.8B
$8.64M 0.44%
103,973
+4,613
INTC icon
49
Intel
INTC
$177B
$8.59M 0.43%
383,409
+18,160
UBER icon
50
Uber
UBER
$192B
$8.58M 0.43%
91,919
-1,057
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