LOAMS

Lombard Odier Asset Management (Switzerland) Portfolio holdings

AUM $2.22B
1-Year Est. Return 30.1%
This Quarter Est. Return
1 Year Est. Return
+30.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$16.6M
3
+$12M
4
CCL icon
Carnival Corp
CCL
+$11.6M
5
AAPL icon
Apple
AAPL
+$9.88M

Top Sells

1
+$21.3M
2
+$20.5M
3
+$20.4M
4
BC icon
Brunswick
BC
+$11.1M
5
A icon
Agilent Technologies
A
+$10.4M

Sector Composition

1 Healthcare 33.24%
2 Technology 15.87%
3 Consumer Discretionary 14.63%
4 Consumer Staples 11.19%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.54M 1.01%
+108,000
27
$8.21M 0.98%
100,000
-250,000
28
$7.64M 0.91%
236,134
-51,108
29
$7.35M 0.87%
713,591
+408,519
30
$7.32M 0.87%
140,007
+7,985
31
$6.94M 0.82%
1,901,474
-51,854
32
$6.7M 0.8%
131,062
-30,794
33
$6.69M 0.8%
35,054
-1,591
34
$6.34M 0.75%
+75,000
35
$5.71M 0.68%
44,325
+40,000
36
$5.51M 0.65%
667,140
-278,640
37
$4.87M 0.58%
83,565
-10,150
38
$4.62M 0.55%
173,358
-65,542
39
$4.53M 0.54%
279,809
-63,937
40
$4.46M 0.53%
67,145
-1,858
41
$4.35M 0.52%
165,647
-37,817
42
$3.97M 0.47%
+71,363
43
$3.88M 0.46%
179,878
+13,208
44
$3.8M 0.45%
363,331
+43,499
45
$3.69M 0.44%
77,702
-21,878
46
$3.63M 0.43%
219,662
+17,740
47
$3.41M 0.41%
35,501
-10,596
48
$3.36M 0.4%
126,722
-44,244
49
$3.29M 0.39%
44,493
+41,182
50
$2.93M 0.35%
3,288,520
-2,172,960
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