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
$1B
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$9.09M
3
+$7.62M
4
CHE icon
Chemed
CHE
+$7.48M
5
BDX icon
Becton Dickinson
BDX
+$7.17M

Top Sells

1
+$10.1M
2
+$9.85M
3
+$9.24M
4
ILMN icon
Illumina
ILMN
+$6.84M
5
PSMT icon
Pricesmart
PSMT
+$6.05M

Sector Composition

1 Healthcare 35.1%
2 Consumer Discretionary 14.64%
3 Consumer Staples 9.89%
4 Financials 9.49%
5 Technology 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.23M 0.42%
55,364
+29,842
52
$4.13M 0.41%
223,550
-132,065
53
$4.1M 0.41%
21,420
-20,100
54
$4.07M 0.4%
42,844
+19,320
55
$3.98M 0.39%
11,136
-3,492
56
$3.67M 0.36%
+34,000
57
$3.59M 0.36%
+78,904
58
$3.54M 0.35%
126,937
-29,086
59
$3.5M 0.35%
79,287
-17,592
60
$3.46M 0.34%
77,396
-30,447
61
$3.46M 0.34%
149,020
-100,913
62
$3.41M 0.34%
72,119
+2,226
63
$3.38M 0.33%
76,531
+26,544
64
$3.3M 0.33%
55,000
65
$3.29M 0.33%
16,217
-2,852
66
$3.23M 0.32%
45,473
+12,027
67
$3.18M 0.31%
46,872
-4,834
68
$3.16M 0.31%
66,736
-213,264
69
$3.16M 0.31%
48,893
+1,595
70
$3.14M 0.31%
42,092
-12,174
71
$3.09M 0.31%
107,194
+67,803
72
$2.99M 0.3%
63,571
-8,361
73
$2.99M 0.3%
27,711
-6,874
74
$2.93M 0.29%
14,120
+3,342
75
$2.89M 0.29%
42,488
+4,714
1 2
3
4 5