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
$1B
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$9.09M
3
+$7.62M
4
CHE icon
Chemed
CHE
+$7.48M
5
BDX icon
Becton Dickinson
BDX
+$7.17M

Top Sells

1
+$10.1M
2
+$9.85M
3
+$9.24M
4
ILMN icon
Illumina
ILMN
+$6.84M
5
PSMT icon
Pricesmart
PSMT
+$6.05M

Sector Composition

1 Healthcare 35.1%
2 Consumer Discretionary 14.64%
3 Consumer Staples 9.89%
4 Financials 9.49%
5 Technology 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10M 0.99%
204,146
+20,000
27
$9.95M 0.99%
103,273
28
$9.64M 0.96%
218,000
+36,000
29
$9.52M 0.94%
135,000
30
$9.09M 0.9%
+500,000
31
$8.71M 0.86%
76,000
+3,500
32
$8.34M 0.83%
50,000
33
$7.71M 0.76%
120,964
-15,000
34
$7.67M 0.76%
85,680
+3,352
35
$7.62M 0.76%
+200,000
36
$7.48M 0.74%
+23,400
37
$7.31M 0.72%
225,100
-43,000
38
$6.82M 0.68%
114,827
-11,382
39
$6.61M 0.65%
117,076
+4,704
40
$6.48M 0.64%
+90,000
41
$5.77M 0.57%
140,801
+10,368
42
$5.71M 0.57%
37,963
+3,612
43
$5.68M 0.56%
49,654
+8,351
44
$5.49M 0.54%
26,381
-5,017
45
$5.11M 0.51%
91,202
+28,088
46
$4.64M 0.46%
26,129
-5,891
47
$4.53M 0.45%
15,575
+6,895
48
$4.4M 0.44%
60,391
+2,897
49
$4.39M 0.43%
172,949
-6,269
50
$4.33M 0.43%
91,515
+70,721
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