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
$887M
AUM Growth
-$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$12.8M
3
+$11.3M
4
MED icon
Medifast
MED
+$10.8M
5
FUTU icon
Futu Holdings
FUTU
+$10.3M

Top Sells

1
+$15.4M
2
+$11.8M
3
+$11.5M
4
POOL icon
Pool Corp
POOL
+$10.4M
5
ISRG icon
Intuitive Surgical
ISRG
+$9.51M

Sector Composition

1 Healthcare 34.31%
2 Financials 18.08%
3 Consumer Discretionary 15.66%
4 Technology 8.35%
5 Communication Services 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.8M 1.78%
119,279
-12,222
27
$14.8M 1.67%
208,080
+6,200
28
$12.9M 1.46%
2,828,849
+133,696
29
$11.4M 1.29%
123,612
+38,564
30
$10.7M 1.21%
40,000
31
$10.7M 1.21%
48,075
-8,877
32
$10.6M 1.19%
240,000
-260,000
33
$10.4M 1.18%
3,405,500
34
$10.3M 1.16%
+227,400
35
$10.3M 1.16%
+135,000
36
$10.2M 1.15%
147,460
-6,000
37
$10.1M 1.13%
27,000
-28,000
38
$9.44M 1.06%
57,057
-48,463
39
$9.27M 1.05%
70,000
-40,000
40
$8.12M 0.92%
21,711
-1,061
41
$8.11M 0.91%
+194,600
42
$7.36M 0.83%
118,595
-2,341
43
$6.93M 0.78%
174,400
+50,400
44
$5.12M 0.58%
102,789
+30,095
45
$4.76M 0.54%
83,500
-206,151
46
$3.74M 0.42%
13,699
-379
47
$2.82M 0.32%
22,217
-4,134
48
$2.73M 0.31%
25,000
49
$2.57M 0.29%
133,600
+2,600
50
$2.21M 0.25%
23,820
-89,291
1
2
3 4 5