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
$1.42B
AUM Growth
+$681M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$34.4M
3
+$30.1M
4
AMZN icon
Amazon
AMZN
+$23.6M
5
META icon
Meta Platforms (Facebook)
META
+$15.9M

Top Sells

1
+$9.54M
2
+$6.62M
3
+$6.26M
4
BC icon
Brunswick
BC
+$5.79M
5
TOL icon
Toll Brothers
TOL
+$3.88M

Sector Composition

1 Technology 27%
2 Healthcare 21.53%
3 Consumer Discretionary 14.22%
4 Financials 12.86%
5 Communication Services 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.7M 0.75%
34,400
+5,157
27
$10.7M 0.75%
+225,000
28
$10.7M 0.75%
19,891
-4,228
29
$10.5M 0.74%
54,732
+11,337
30
$10.3M 0.73%
80,000
-30,000
31
$10.1M 0.71%
130,000
-31,629
32
$10.1M 0.71%
300,000
-20,000
33
$10M 0.71%
+20,811
34
$10M 0.71%
22,841
-7,641
35
$9.92M 0.7%
40,000
-5,000
36
$9.72M 0.68%
450,000
-49,000
37
$9.65M 0.68%
100,000
-60,000
38
$9.63M 0.68%
15,000
-3,000
39
$9.52M 0.67%
52,279
+28,093
40
$9.31M 0.66%
80,000
-10,000
41
$9.11M 0.64%
57,604
+34,346
42
$8.79M 0.62%
29,193
+13,953
43
$8.42M 0.59%
71,387
+10,150
44
$8.18M 0.58%
127,096
-24,479
45
$8.07M 0.57%
+58,081
46
$7.55M 0.53%
21,790
+9,996
47
$7.5M 0.53%
44,294
+26,244
48
$7.41M 0.52%
+14,690
49
$7.39M 0.52%
17,376
+3,224
50
$7.32M 0.52%
+9,993
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