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
$1.03B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.7M
3
+$13.1M
4
AMP icon
Ameriprise Financial
AMP
+$12.3M
5
AMZN icon
Amazon
AMZN
+$10.5M

Top Sells

1
+$17.6M
2
+$12.3M
3
+$7.38M
4
ULTA icon
Ulta Beauty
ULTA
+$6.99M
5
BABA icon
Alibaba
BABA
+$6.15M

Sector Composition

1 Healthcare 29.4%
2 Consumer Discretionary 16.27%
3 Consumer Staples 10.24%
4 Financials 9.03%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.32M 0.42%
99,104
-3,295
52
$4.16M 0.4%
68,866
+56,145
53
$4.05M 0.39%
87,550
+71,336
54
$4.03M 0.39%
34,585
55
$3.94M 0.38%
+103,104
56
$3.89M 0.38%
41,512
+5,138
57
$3.83M 0.37%
184,248
+11,305
58
$3.75M 0.36%
37,453
+2,809
59
$3.74M 0.36%
72,824
+10,046
60
$3.69M 0.36%
23,208
+14,155
61
$3.49M 0.34%
18,383
-28,342
62
$3.47M 0.34%
200,000
+61,225
63
$3.47M 0.34%
90,072
64
$3.39M 0.33%
+40,000
65
$3.31M 0.32%
112,061
-41,858
66
$3.23M 0.31%
77,600
+710
67
$3.15M 0.31%
54,446
+688
68
$3.15M 0.31%
26,769
+20,307
69
$3.13M 0.3%
92,831
+15,587
70
$3.11M 0.3%
70,546
+48,095
71
$3.09M 0.3%
36,533
+321
72
$3.04M 0.29%
80,145
+8,764
73
$2.99M 0.29%
+81,745
74
$2.9M 0.28%
17,254
+3,166
75
$2.77M 0.27%
24,536
1 2
3
4 5