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
$618M
AUM Growth
-$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.39M
3
+$2.22M
4
PDD icon
Pinduoduo
PDD
+$2.11M
5
CVX icon
Chevron
CVX
+$1.89M

Top Sells

1
+$13.7M
2
+$5.09M
3
+$4.76M
4
LLY icon
Eli Lilly
LLY
+$3.3M
5
LH icon
Labcorp
LH
+$3.01M

Sector Composition

1 Healthcare 32.79%
2 Technology 16.63%
3 Consumer Discretionary 15.44%
4 Financials 11.23%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4M 0.65%
92,761
-2,647
52
$3.65M 0.59%
66,212
-1,492
53
$3.65M 0.59%
41,027
-18,202
54
$3.23M 0.52%
22,296
+473
55
$3.15M 0.51%
60,300
56
$3.13M 0.51%
50,779
-10,308
57
$2.82M 0.46%
23,945
+115
58
$2.78M 0.45%
17,825
59
$2.66M 0.43%
37,002
60
$2.6M 0.42%
12,825
-911
61
$2.57M 0.42%
15,178
-1,116
62
$2.52M 0.41%
16,927
+2,194
63
$2.39M 0.39%
+10,106
64
$2.13M 0.34%
38,061
+2,474
65
$2.11M 0.34%
+21,487
66
$2.08M 0.34%
43,181
67
$1.91M 0.31%
35,826
+888
68
$1.89M 0.31%
+11,219
69
$1.89M 0.31%
35,072
-5,519
70
$1.88M 0.3%
10,794
-307
71
$1.82M 0.29%
19,594
-252
72
$1.74M 0.28%
20,975
-38
73
$1.61M 0.26%
11,033
-1,643
74
$1.54M 0.25%
10,877
+290
75
$1.52M 0.25%
11,013
-615
1 2
3
4 5