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
$743M
AUM Growth
-$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.11M
3
+$6.98M
4
CHE icon
Chemed
CHE
+$5.85M
5
IQV icon
IQVIA
IQV
+$5.72M

Top Sells

1
+$42.2M
2
+$16.6M
3
+$16.5M
4
HUM icon
Humana
HUM
+$12.6M
5
KLAC icon
KLA
KLAC
+$4.46M

Sector Composition

1 Healthcare 37.05%
2 Financials 13.66%
3 Consumer Discretionary 11.74%
4 Consumer Staples 8.04%
5 Technology 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.34M 0.31%
18,306
-2,450
52
$2.25M 0.3%
48,822
-44,249
53
$2.15M 0.29%
12,907
-2,371
54
$2.13M 0.29%
37,892
+16,254
55
$2.09M 0.28%
8,534
-970
56
$2.06M 0.28%
22,207
-1,660
57
$1.95M 0.26%
16,247
-8,225
58
$1.9M 0.25%
42,011
-1,513
59
$1.89M 0.25%
9,316
-2,456
60
$1.89M 0.25%
+1,490
61
$1.87M 0.25%
5,876
+1,593
62
$1.84M 0.25%
60,989
+13,809
63
$1.82M 0.24%
24,377
+7,376
64
$1.81M 0.24%
6,251
-384
65
$1.79M 0.24%
84,472
-14,200
66
$1.78M 0.24%
45,385
-11,634
67
$1.72M 0.23%
9,233
+457
68
$1.69M 0.23%
12,174
-6,548
69
$1.63M 0.22%
19,668
-21,210
70
$1.57M 0.21%
8,100
-217,025
71
$1.57M 0.21%
21,324
+18,249
72
$1.57M 0.21%
29,683
-17,663
73
$1.51M 0.2%
15,114
-2,563
74
$1.51M 0.2%
27,509
-10,664
75
$1.5M 0.2%
22,866
-21,391
1 2
3
4 5