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
$1.27B
AUM Growth
-$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$26.4M
3
+$24.7M
4
HALO icon
Halozyme
HALO
+$24.5M
5
ELS icon
Equity Lifestyle Properties
ELS
+$22.9M

Top Sells

1
+$28.6M
2
+$24.6M
3
+$24.1M
4
ABT icon
Abbott
ABT
+$15.5M
5
POOL icon
Pool Corp
POOL
+$14.2M

Sector Composition

1 Healthcare 56.62%
2 Financials 13.8%
3 Consumer Discretionary 12.01%
4 Technology 6.24%
5 Energy 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.09M 0.63%
198,824
-34,293
52
$7.25M 0.57%
380,963
+67,641
53
$7.15M 0.56%
+1,377,860
54
$6.86M 0.54%
412,262
-537,622
55
$6.76M 0.53%
847,825
+57,429
56
$6.64M 0.52%
171,325
-100,686
57
$6.38M 0.5%
218,547
-50,515
58
$6.11M 0.48%
80,276
-75,676
59
$5.77M 0.45%
211,530
+31,840
60
$5.75M 0.45%
79,089
-34,222
61
$5.72M 0.45%
51,737
-58,799
62
$5M 0.39%
860,702
-679,292
63
$4.84M 0.38%
+146,828
64
$4.57M 0.36%
501,219
-494,897
65
$4.12M 0.32%
542,183
-507,764
66
$4.02M 0.32%
18,086
+820
67
$3.8M 0.3%
28,213
+2,362
68
$3.78M 0.3%
22,573
+9,646
69
$3.77M 0.3%
234,372
+15,875
70
$3.61M 0.28%
13,892
+10,729
71
$3.59M 0.28%
23,479
+5,891
72
$3.44M 0.27%
16,185
+677
73
$3.29M 0.26%
53,063
+22,208
74
$3.21M 0.25%
391,024
-137,418
75
$3.21M 0.25%
39,092
-82,644
1 2
3
4 5