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
26
$9.9M 1.19%
287,242
+262,208
27
$9.1M 1.1%
146,730
+140,000
28
$8.92M 1.08%
+126,000
29
$8.32M 1%
+480,000
30
$8.1M 0.98%
161,856
+152,467
31
$7.51M 0.91%
+945,780
32
$7.47M 0.9%
+132,022
33
$6.93M 0.84%
+36,645
34
$6.85M 0.83%
+84,154
35
$6.13M 0.74%
+238,900
36
$5.92M 0.71%
+343,746
37
$5.91M 0.71%
1,953,328
+51,854
38
$5.88M 0.71%
+69,003
39
$5.71M 0.69%
+93,715
40
$5.57M 0.67%
100,085
+62,646
41
$5.52M 0.67%
+170,966
42
$5.38M 0.65%
+203,464
43
$4.68M 0.56%
+99,580
44
$4.67M 0.56%
+201,922
45
$4.53M 0.55%
+319,832
46
$4.5M 0.54%
+5,461,480
47
$4.22M 0.51%
+166,670
48
$4.18M 0.5%
+46,097
49
$4.11M 0.5%
+120,000
50
$3.88M 0.47%
+107,023
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