LOAMS
Lombard Odier Asset Management (Switzerland) Portfolio holdings
AUM
$2.63B
1-Year Est. Return
31.52%
This Fund
S&P 500
1 Year Est. Return
+31.52%
AUM
$2.35B
AUM Growth
+$136M
(+6.1%)
Holding
325
Top Buys
| 1 | +$99.7M | |
| 2 | +$71.5M | |
| 3 | +$22.1M | |
| 4 |
Home Depot
HD
|
+$15.9M |
| 5 |
Procter & Gamble
PG
|
+$12.8M |
Top Sells
| 1 | +$77.4M | |
| 2 | +$60.2M | |
| 3 | +$52.2M | |
| 4 |
Honeywell
HON
|
+$50.8M |
| 5 |
UnitedHealth
UNH
|
+$47.8M |
Sector Composition
| 1 | Technology | 38.67% |
| 2 | Financials | 14.34% |
| 3 | Communication Services | 11.1% |
| 4 | Consumer Discretionary | 10.78% |
| 5 | Healthcare | 8.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
UnitedHealth
UNH
$342B
| $15M | 0.64% |
45,388
-141,181
|
|
||
|
27
Home Depot
HD
$312B
| $15M | 0.64% |
+43,469
|
|
||
28
IBM
IBM
$287B
| $14.7M | 0.62% |
49,608
+13,200
|
|
||
|
29
Procter & Gamble
PG
$326B
| $14M | 0.6% |
97,875
+86,700
|
|
||
30
Salesforce
CRM
$156B
| $14M | 0.59% |
52,750
+16,700
|
|
||
31
Merck
MRK
$283B
| $13.4M | 0.57% |
127,462
-14,857
|
|
||
32
American Express
AXP
$205B
| $13.3M | 0.57% |
35,999
+7,720
|
|
||
33
McDonald's
MCD
$194B
| $13.3M | 0.56% |
43,361
+14,900
|
|
||
34
Oracle
ORCL
$662B
| $13.2M | 0.56% |
67,661
-3,000
|
|
||
35
O'Reilly Automotive
ORLY
$72.4B
| $12.4M | 0.53% |
136,065
+105,229
|
|
||
36
Amgen
AMGN
$183B
| $12.3M | 0.52% |
37,472
+6,611
|
|
||
37
Morgan Stanley
MS
$331B
| $12.1M | 0.52% |
68,309
+21,300
|
|
||
38
Applied Materials
AMAT
$398B
| $12.1M | 0.51% |
47,080
-251,292
|
|
||
39
Wells Fargo
WFC
$241B
| $11.9M | 0.51% |
127,814
-6,800
|
|
||
40
Lam Research
LRCX
$430B
| $11.7M | 0.5% |
68,281
+43,828
|
|
||
41
Shopify
SHOP
$147B
| $11.5M | 0.49% |
71,708
+31,040
|
|
||
42
Abbott
ABT
$152B
| $11.2M | 0.48% |
89,496
+23,600
|
|
||
43
Coca-Cola
KO
$339B
| $10.9M | 0.46% |
155,504
+86,214
|
|
||
44
Toronto Dominion Bank
TD
$187B
| $10.7M | 0.46% |
113,772
-22,662
|
|
||
45
Citigroup
C
$222B
| $10.7M | 0.45% |
91,392
-49,900
|
|
||
46
Fortive
FTV
$18.3B
| $10.5M | 0.45% |
+190,569
|
|
||
47
Colgate-Palmolive
CL
$67.9B
| $10.4M | 0.44% |
131,671
+89,409
|
|
||
48
Capital One
COF
$114B
| $10.3M | 0.44% |
+42,349
|
|
||
49
Royal Bank of Canada
RY
$266B
| $10.3M | 0.44% |
60,190
+37,145
|
|
||
50
Clorox
CLX
$10.7B
| $10.2M | 0.43% |
+101,000
|
|