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
$929M
AUM Growth
-$2.96B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$18.1M
3
+$14.5M
4
NWL icon
Newell Brands
NWL
+$13.3M
5
BCR
CR Bard Inc.
BCR
+$12.9M

Top Sells

1
+$93.4M
2
+$78.1M
3
+$74M
4
MSFT icon
Microsoft
MSFT
+$63.8M
5
META icon
Meta Platforms (Facebook)
META
+$55.2M

Sector Composition

1 Technology 19.16%
2 Consumer Discretionary 13.93%
3 Healthcare 9.87%
4 Consumer Staples 6.77%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.81M 0.84%
74,000
-71,935
27
$6.95M 0.75%
93,036
-161,872
28
$6.77M 0.73%
98,347
+2,088
29
$6.74M 0.73%
103,000
+71,257
30
$5.56M 0.6%
+45,228
31
$5.1M 0.55%
83,070
-27,029
32
$4.84M 0.52%
110,000
-30,233
33
$4.43M 0.48%
12,995
-64,717
34
$4.42M 0.48%
78,421
-414,496
35
$4.3M 0.46%
40,900
-320,462
36
$4.03M 0.43%
75,275
+3,399
37
$3.9M 0.42%
92,068
+4,157
38
$3.88M 0.42%
55,900
-50,290
39
$3.79M 0.41%
53,781
-31,931
40
$3.78M 0.41%
+125,000
41
$3.71M 0.4%
101,500
-597,542
42
$3.68M 0.4%
124,583
-699,522
43
$3.65M 0.39%
86,355
+20,774
44
$3.52M 0.38%
43,336
+12,384
45
$3.44M 0.37%
55,000
-432,560
46
$3.32M 0.36%
180,000
-15,000
47
$3.24M 0.35%
65,404
+2,953
48
$3.15M 0.34%
16,300
-17,000
49
$3.12M 0.34%
347,818
-49,736
50
$3.09M 0.33%
+34,400
1
2
3 4 5