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
$929M
AUM Growth
-$2.96B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$18.1M
3
+$14.5M
4
NWL icon
Newell Brands
NWL
+$13.3M
5
BCR
CR Bard Inc.
BCR
+$12.9M

Top Sells

1
+$93.4M
2
+$78.1M
3
+$74M
4
MSFT icon
Microsoft
MSFT
+$63.8M
5
META icon
Meta Platforms (Facebook)
META
+$55.2M

Sector Composition

1 Technology 19.16%
2 Consumer Discretionary 13.93%
3 Healthcare 9.87%
4 Consumer Staples 6.77%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.03M 0.33%
183,298
+8,276
52
$3.01M 0.32%
165,150
-489,342
53
$2.94M 0.32%
+102,000
54
$2.94M 0.32%
38,500
-61,911
55
$2.91M 0.31%
+23,000
56
$2.87M 0.31%
72,597
+3,278
57
$2.83M 0.3%
23,312
+1,053
58
$2.77M 0.3%
29,277
-148,419
59
$2.77M 0.3%
80,810
-13,360
60
$2.77M 0.3%
29,900
-121,384
61
$2.76M 0.3%
45,500
-18,301
62
$2.71M 0.29%
91,793
+745
63
$2.69M 0.29%
+44,700
64
$2.68M 0.29%
55,450
+2,504
65
$2.65M 0.29%
77,000
-70,402
66
$2.65M 0.28%
93,000
+13,000
67
$2.58M 0.28%
30,000
-108,940
68
$2.51M 0.27%
61,496
-186,291
69
$2.45M 0.26%
69,900
-134,772
70
$2.33M 0.25%
60,000
-141,710
71
$2.26M 0.24%
+155,430
72
$2.21M 0.24%
22,300
-19,013
73
$2.21M 0.24%
29,947
-4,569
74
$2.19M 0.24%
15,800
-2,900
75
$2.18M 0.23%
30,000
-138,343
1 2
3
4 5