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
$829M
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$27.7M
3
+$23.8M
4
ZTS icon
Zoetis
ZTS
+$14.5M
5
EL icon
Estee Lauder
EL
+$10.6M

Top Sells

1
+$91.3M
2
+$21.6M
3
+$18.3M
4
META icon
Meta Platforms (Facebook)
META
+$18.1M
5
UNH icon
UnitedHealth
UNH
+$15.4M

Sector Composition

1 Healthcare 28.81%
2 Consumer Discretionary 20.19%
3 Technology 15.08%
4 Consumer Staples 8.68%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.78M 0.46%
+100,000
52
$3.39M 0.41%
+62,271
53
$3.36M 0.41%
+156,759
54
$3.33M 0.4%
100,000
-338,000
55
$3.3M 0.4%
+123,896
56
$2.7M 0.33%
+305,072
57
$2.54M 0.31%
64,230
+19,230
58
$2.39M 0.29%
+81,259
59
$2.28M 0.28%
54,122
+4,122
60
$2.04M 0.25%
+59,877
61
$2.01M 0.24%
+51,857
62
$1.96M 0.24%
+25,833
63
$1.95M 0.24%
30,214
+15,548
64
$1.91M 0.23%
+39,477
65
$1.91M 0.23%
+97,752
66
$1.85M 0.22%
30,642
+13,257
67
$1.84M 0.22%
46,582
+11,230
68
$1.79M 0.22%
68,843
-154,413
69
$1.78M 0.22%
+103,533
70
$1.76M 0.21%
41,112
+17,836
71
$1.71M 0.21%
+26,859
72
$1.7M 0.21%
32,367
+13,987
73
$1.7M 0.2%
51,625
+20,581
74
$1.67M 0.2%
52,666
-7,334
75
$1.66M 0.2%
17,811
+5,547
1 2
3
4 5