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
$1.33B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$41.6M
3
+$32.3M
4
CVS icon
CVS Health
CVS
+$30M
5
DHR icon
Danaher
DHR
+$29.2M

Top Sells

1
+$21.5M
2
+$17M
3
+$9.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.8M
5
QVCGA
QVC Group Inc Series A
QVCGA
+$7.3M

Sector Composition

1 Healthcare 36.4%
2 Consumer Discretionary 16.83%
3 Financials 13.95%
4 Technology 9.56%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.69M 0.28%
134,463
-73,095
52
$3.6M 0.27%
54,198
+4,361
53
$3.42M 0.26%
33,917
-931
54
$3.24M 0.24%
15,694
-4,337
55
$2.96M 0.22%
39,000
+14,000
56
$2.88M 0.22%
35,612
-9,197
57
$2.82M 0.21%
+195,000
58
$2.81M 0.21%
40,312
-2,734
59
$2.72M 0.2%
56,000
+9,000
60
$2.39M 0.18%
70,000
-10,000
61
$2.27M 0.17%
51,303
-7,494
62
$2.14M 0.16%
71,000
-10,000
63
$2.13M 0.16%
+40,000
64
$2.1M 0.16%
17,971
+3,900
65
$2.1M 0.16%
32,616
-1,398
66
$2.08M 0.16%
16,344
-3,146
67
$2.03M 0.15%
24,391
-4,882
68
$2.02M 0.15%
35,919
-2,152
69
$2.02M 0.15%
20,715
-1,636
70
$1.86M 0.14%
37,826
+25,734
71
$1.82M 0.14%
53,564
+24,919
72
$1.79M 0.13%
66,919
+22,426
73
$1.79M 0.13%
63,552
+32,492
74
$1.79M 0.13%
26,405
-1,473
75
$1.73M 0.13%
25,575
-46,425
1 2
3
4 5