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
$1.03B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.7M
3
+$13.1M
4
AMP icon
Ameriprise Financial
AMP
+$12.3M
5
AMZN icon
Amazon
AMZN
+$10.5M

Top Sells

1
+$17.6M
2
+$12.3M
3
+$7.38M
4
ULTA icon
Ulta Beauty
ULTA
+$6.99M
5
BABA icon
Alibaba
BABA
+$6.15M

Sector Composition

1 Healthcare 29.4%
2 Consumer Discretionary 16.27%
3 Consumer Staples 10.24%
4 Financials 9.03%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.7M 1.13%
242,391
+101,000
27
$11M 1.07%
102,152
-10,000
28
$10.8M 1.05%
635,300
+299,400
29
$10.6M 1.03%
51,645
-22,354
30
$10.2M 1%
157,361
+25,000
31
$10.2M 0.99%
111,083
+29,094
32
$9.46M 0.92%
38,845
+3,052
33
$8.76M 0.85%
108,129
+102,000
34
$7.7M 0.75%
+80,000
35
$7.57M 0.74%
+70,000
36
$7.53M 0.73%
250,000
37
$7.34M 0.71%
55,677
+39,755
38
$7.12M 0.69%
93,575
-9,024
39
$6.84M 0.66%
+44,000
40
$6.67M 0.65%
200,000
+100,000
41
$6.65M 0.65%
202,500
-22,400
42
$6.52M 0.63%
52,765
+3,095
43
$6.21M 0.6%
100,000
+10,000
44
$6.15M 0.6%
168,819
-60,000
45
$5.49M 0.53%
170,948
+120,024
46
$5.4M 0.52%
115,413
+34,766
47
$5.37M 0.52%
96,000
-20,000
48
$5.01M 0.49%
103,349
+8,904
49
$4.52M 0.44%
20,000
-30,907
50
$4.39M 0.43%
44,638
+2,378
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