LOAMS

Lombard Odier Asset Management (Switzerland) Portfolio holdings

AUM $2.22B
1-Year Est. Return 30.1%
This Quarter Est. Return
1 Year Est. Return
+30.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$16.6M
3
+$12M
4
CCL icon
Carnival Corp
CCL
+$11.6M
5
AAPL icon
Apple
AAPL
+$9.88M

Top Sells

1
+$21.3M
2
+$20.5M
3
+$20.4M
4
BC icon
Brunswick
BC
+$11.1M
5
A icon
Agilent Technologies
A
+$10.4M

Sector Composition

1 Healthcare 33.24%
2 Technology 15.87%
3 Consumer Discretionary 14.63%
4 Consumer Staples 11.19%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.92M 0.35%
144,180
+40,647
52
$2.8M 0.33%
36,434
+35,500
53
$2.73M 0.32%
50,396
-11,875
54
$2.53M 0.3%
+54,980
55
$2.52M 0.3%
101,799
-54,960
56
$2.4M 0.28%
+31,267
57
$2.39M 0.28%
50,678
-1,179
58
$2.37M 0.28%
31,602
+1,388
59
$2.37M 0.28%
61,265
-45,758
60
$2.34M 0.28%
47,066
+5,954
61
$2.32M 0.28%
33,053
+2,411
62
$2.26M 0.27%
35,487
+3,120
63
$2.26M 0.27%
52,236
+5,654
64
$2.26M 0.27%
+45,048
65
$2.24M 0.27%
55,454
+14,017
66
$2.19M 0.26%
62,346
+62,011
67
$2.17M 0.26%
62,375
+10,750
68
$2.13M 0.25%
16,147
+6,314
69
$2.12M 0.25%
+30,268
70
$2.09M 0.25%
10,331
+3,066
71
$2.08M 0.25%
+41,001
72
$2.07M 0.25%
29,031
+11,123
73
$2.05M 0.24%
37,726
-16,396
74
$2.05M 0.24%
65,999
-15,260
75
$2.03M 0.24%
+172,179
1 2
3
4 5