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
$938M
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$15.4M
3
+$12.6M
4
TAL icon
TAL Education Group
TAL
+$12.4M
5
YUMC icon
Yum China
YUMC
+$10.9M

Top Sells

1
+$15M
2
+$13M
3
+$11.1M
4
ZTS icon
Zoetis
ZTS
+$10.5M
5
DHR icon
Danaher
DHR
+$10M

Sector Composition

1 Healthcare 30.09%
2 Consumer Discretionary 15.85%
3 Financials 12.01%
4 Technology 10.5%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.4M 0.36%
24,443
-1,501
52
$3.15M 0.33%
+43,040
53
$3.14M 0.33%
+6,406
54
$2.82M 0.3%
+72,694
55
$2.71M 0.29%
+200,480
56
$2.71M 0.28%
42,704
+10,230
57
$2.7M 0.28%
44,819
+16,492
58
$2.67M 0.28%
+9,615
59
$2.63M 0.28%
+35,720
60
$2.56M 0.27%
+10,074
61
$2.54M 0.27%
26,351
+8,151
62
$2.53M 0.27%
+27,007
63
$2.41M 0.25%
+29,500
64
$2.4M 0.25%
23,885
+10,852
65
$2.38M 0.25%
+8,100
66
$2.28M 0.24%
36,905
+7,845
67
$2.15M 0.23%
+5,957
68
$2.12M 0.22%
40,963
+11,738
69
$2.04M 0.21%
+7,175
70
$2.03M 0.21%
25,000
71
$1.98M 0.21%
+8,551
72
$1.94M 0.2%
+131,000
73
$1.93M 0.2%
24,978
+13,385
74
$1.85M 0.19%
38,305
-11,066
75
$1.83M 0.19%
+56,400
1 2
3
4 5