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
$618M
AUM Growth
-$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.39M
3
+$2.22M
4
PDD icon
Pinduoduo
PDD
+$2.11M
5
CVX icon
Chevron
CVX
+$1.89M

Top Sells

1
+$13.7M
2
+$5.09M
3
+$4.76M
4
LLY icon
Eli Lilly
LLY
+$3.3M
5
LH icon
Labcorp
LH
+$3.01M

Sector Composition

1 Healthcare 32.79%
2 Technology 16.63%
3 Consumer Discretionary 15.44%
4 Financials 11.23%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.51M 1.21%
57,380
-778
27
$7.11M 1.15%
30,354
+5,310
28
$6.7M 1.08%
15,060
+254
29
$6.66M 1.08%
46,710
+295
30
$6.48M 1.05%
25,912
+628
31
$6.47M 1.05%
200,000
32
$6.39M 1.03%
21,275
+1,040
33
$6.17M 1%
146,499
34
$5.68M 0.92%
255,024
+18,979
35
$5.6M 0.91%
42,506
+2,296
36
$5.55M 0.9%
59,486
-693
37
$5.51M 0.89%
41,006
+10,524
38
$5.48M 0.89%
61,916
+6,170
39
$5.14M 0.83%
14,068
-143
40
$5.08M 0.82%
42,945
+11,544
41
$4.99M 0.81%
16,761
+849
42
$4.76M 0.77%
111,198
-46,740
43
$4.69M 0.76%
114,222
+34,624
44
$4.68M 0.76%
22,934
+4,718
45
$4.59M 0.74%
37,065
-7,751
46
$4.5M 0.73%
19,543
+1,446
47
$4.39M 0.71%
150,000
+83,224
48
$4.3M 0.7%
63,224
+4,394
49
$4.13M 0.67%
93,753
50
$4.02M 0.65%
72,223
+7,110
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