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
$1.42B
AUM Growth
+$681M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$34.4M
3
+$30.1M
4
AMZN icon
Amazon
AMZN
+$23.6M
5
META icon
Meta Platforms (Facebook)
META
+$15.9M

Top Sells

1
+$9.54M
2
+$6.62M
3
+$6.26M
4
BC icon
Brunswick
BC
+$5.79M
5
TOL icon
Toll Brothers
TOL
+$3.88M

Sector Composition

1 Technology 27%
2 Healthcare 21.53%
3 Consumer Discretionary 14.22%
4 Financials 12.86%
5 Communication Services 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.26M 0.51%
409,704
+299,547
52
$7.15M 0.5%
79,423
+49,386
53
$7.12M 0.5%
+175,000
54
$7.11M 0.5%
182,245
+128,071
55
$7.09M 0.5%
122,438
+23,998
56
$7.05M 0.5%
88,348
+56,240
57
$6.93M 0.49%
+24,570
58
$6.72M 0.47%
177,201
+95,737
59
$6.57M 0.46%
18,931
+932
60
$6.52M 0.46%
490,951
+394,849
61
$6.49M 0.46%
+30,426
62
$6.31M 0.44%
+103,970
63
$6.28M 0.44%
29,450
64
$6.26M 0.44%
35,762
+22,537
65
$6.21M 0.44%
61,272
+11,489
66
$6.19M 0.44%
65,826
+43,212
67
$5.94M 0.42%
97,025
+53,817
68
$5.88M 0.41%
201,546
69
$5.86M 0.41%
28,418
+15,123
70
$5.81M 0.41%
131,579
+92,650
71
$5.81M 0.41%
46,225
+30,026
72
$5.75M 0.4%
47,064
-483
73
$5.52M 0.39%
337,620
+251,276
74
$5.44M 0.38%
+7,141
75
$5.28M 0.37%
42,945
1 2
3
4 5