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
$983M
AUM Growth
-$438M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$4.67M
3
+$4.59M
4
ENPH icon
Enphase Energy
ENPH
+$4.44M
5
AA icon
Alcoa
AA
+$3.51M

Top Sells

1
+$18.1M
2
+$17.5M
3
+$15.4M
4
MFC icon
Manulife Financial
MFC
+$15M
5
MRK icon
Merck
MRK
+$14.9M

Sector Composition

1 Technology 38.93%
2 Consumer Discretionary 12.43%
3 Financials 11.44%
4 Communication Services 9.66%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.08M 0.52%
405,013
-85,938
52
$4.98M 0.51%
110,138
-4,084
53
$4.95M 0.5%
15,830
-551
54
$4.61M 0.47%
59,467
-7,618
55
$4.48M 0.46%
53,519
-21,934
56
$4.46M 0.45%
41,914
+224
57
$4.44M 0.45%
+44,555
58
$4.41M 0.45%
110,944
+88,119
59
$4.39M 0.45%
92,305
-1,353
60
$4.34M 0.44%
105,161
-11,411
61
$4.08M 0.42%
39,281
-92,047
62
$4.05M 0.41%
130,767
-812
63
$3.98M 0.41%
142,329
+3,865
64
$3.98M 0.4%
23,004
+113
65
$3.93M 0.4%
15,715
-1,129
66
$3.91M 0.4%
33,970
-1,284
67
$3.9M 0.4%
20,040
+133
68
$3.89M 0.4%
50,025
-1,224
69
$3.83M 0.39%
52,689
+4,038
70
$3.76M 0.38%
50,779
71
$3.73M 0.38%
368,229
+18,438
72
$3.66M 0.37%
15,818
-1,360
73
$3.66M 0.37%
15,315
-1,500
74
$3.61M 0.37%
21,298
-3,250
75
$3.46M 0.35%
44,964
-475
1 2
3
4 5