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
$945M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.8M
3
+$8.23M
4
MDT icon
Medtronic
MDT
+$7.9M
5
ILMN icon
Illumina
ILMN
+$6.84M

Top Sells

1
+$12.3M
2
+$11.9M
3
+$10.8M
4
JNJ icon
Johnson & Johnson
JNJ
+$7.89M
5
A icon
Agilent Technologies
A
+$7.73M

Sector Composition

1 Healthcare 30.67%
2 Consumer Discretionary 15.38%
3 Consumer Staples 11.04%
4 Financials 9.45%
5 Technology 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.65M 0.49%
34,351
+12,231
52
$4.63M 0.49%
107,843
+88,463
53
$4.51M 0.48%
+14,628
54
$4.48M 0.47%
156,023
+94,537
55
$4.44M 0.47%
355,615
+218,150
56
$4.35M 0.46%
179,218
+56,902
57
$4.07M 0.43%
41,303
-4,602
58
$3.96M 0.42%
54,266
+41,566
59
$3.81M 0.4%
117,531
+90,665
60
$3.75M 0.39%
100,000
61
$3.69M 0.39%
34,585
62
$3.66M 0.39%
97,685
+67,988
63
$3.52M 0.37%
44,885
+6,607
64
$3.5M 0.37%
19,069
+3,342
65
$3.47M 0.37%
69,893
+27,531
66
$3.45M 0.36%
96,879
+33,149
67
$3.45M 0.36%
+57,494
68
$3.4M 0.36%
51,706
-1,847
69
$3.39M 0.36%
+42,500
70
$3.38M 0.36%
30,915
71
$3.31M 0.35%
55,000
-105,000
72
$3.25M 0.34%
191,527
+73,881
73
$3.23M 0.34%
106,283
+63,337
74
$3.1M 0.33%
23,599
+15,132
75
$3.1M 0.33%
71,932
-2,749
1 2
3
4 5