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
$983M
AUM Growth
-$438M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$4.67M
3
+$4.59M
4
ENPH icon
Enphase Energy
ENPH
+$4.44M
5
AA icon
Alcoa
AA
+$3.51M

Top Sells

1
+$18.1M
2
+$17.5M
3
+$15.4M
4
MFC icon
Manulife Financial
MFC
+$15M
5
MRK icon
Merck
MRK
+$14.9M

Sector Composition

1 Technology 38.93%
2 Consumer Discretionary 12.43%
3 Financials 11.44%
4 Communication Services 9.66%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.11M 0.72%
64,558
+3,286
27
$6.95M 0.71%
51,212
+34,452
28
$6.82M 0.69%
171,409
-5,792
29
$6.73M 0.69%
22,187
+397
30
$6.72M 0.68%
317,607
-92,097
31
$6.72M 0.68%
155,747
-26,498
32
$6.64M 0.68%
26,075
+1,505
33
$6.61M 0.67%
353,278
+15,658
34
$6.59M 0.67%
36,267
+25,240
35
$6.56M 0.67%
+40,422
36
$6.48M 0.66%
45,878
-347
37
$6.45M 0.66%
25,098
-4,095
38
$6.44M 0.66%
101,157
+4,132
39
$6.42M 0.65%
118,476
-3,962
40
$6.34M 0.64%
48,174
-23,213
41
$6.1M 0.62%
25,866
-2,552
42
$6.09M 0.62%
18,935
+4
43
$6.08M 0.62%
47,064
44
$5.9M 0.6%
35,796
+34
45
$5.85M 0.6%
29,464
+14
46
$5.28M 0.54%
201,546
47
$5.21M 0.53%
69,105
+3,279
48
$5.14M 0.52%
24,078
-6,348
49
$5.12M 0.52%
86,640
-1,708
50
$5.08M 0.52%
68,324
+16,848
1
2
3 4 5