LOAMS
Lombard Odier Asset Management (Switzerland) Portfolio holdings
AUM
$2.35B
1-Year Est. Return
30.81%
This Fund
S&P 500
1 Year Est. Return
+30.81%
AUM
$2.22B
AUM Growth
+$233M
(+12%)
Holding
306
Top Buys
| 1 | +$58.4M | |
| 2 | +$53.7M | |
| 3 | +$53.4M | |
| 4 |
Intercontinental Exchange
ICE
|
+$51.6M |
| 5 |
UnitedHealth
UNH
|
+$43.6M |
Top Sells
| 1 | +$92.2M | |
| 2 | +$46M | |
| 3 | +$25M | |
| 4 |
Uber
UBER
|
+$8.58M |
| 5 |
Bank of America
BAC
|
+$8M |
Sector Composition
| 1 | Technology | 32.11% |
| 2 | Financials | 21% |
| 3 | Communication Services | 10.47% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Healthcare | 8.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Abbott
ABT
$197B
| $8.83M | 0.4% |
65,896
+1,964
|
|
||
52
Amgen
AMGN
$204B
| $8.71M | 0.39% |
30,861
+773
|
|
||
53
McDonald's
MCD
$236B
| $8.65M | 0.39% |
28,461
-13,523
|
|
||
54
Salesforce
CRM
$181B
| $8.54M | 0.39% |
36,050
-10,079
|
|
||
55
American International
AIG
$42B
| $8.49M | 0.38% |
48,562
+26,690
|
|
||
56
Applied Materials
AMAT
$284B
| $8.45M | 0.38% |
298,372
+239,261
|
|
||
57
Deere & Co
DE
$166B
| $8.3M | 0.37% |
18,158
+1,352
|
|
||
58
Sun Life Financial
SLF
$36.3B
| $8.2M | 0.37% |
136,639
-26,077
|
|
||
59
Adobe
ADBE
$112B
| $8.15M | 0.37% |
23,110
+300
|
|
||
60
Analog Devices
ADI
$167B
| $7.99M | 0.36% |
96,758
+79,233
|
|
||
61
Microsoft
MSFT
$3.01T
| $7.85M | 0.35% |
118,404
-180,801
|
|
||
62
Scotiabank
BNS
$92B
| $7.83M | 0.35% |
121,081
-1,889
|
|
||
63
Hewlett Packard
HPE
$28.6B
| $7.49M | 0.34% |
305,109
+5,805
|
|
||
64
Morgan Stanley
MS
$266B
| $7.47M | 0.34% |
47,009
-5,811
|
|
||
65
Nasdaq
NDAQ
$50.7B
| $7.44M | 0.34% |
84,116
+68
|
|
||
66
Applovin
APP
$163B
| $7.37M | 0.33% |
+10,258
|
|
||
67
Loews
L
$23B
| $7.37M | 0.33% |
289,089
+254,917
|
|
||
68
Lowe's Companies
LOW
$145B
| $7.14M | 0.32% |
28,408
+5,869
|
|
||
69
RTX Corp
RTX
$280B
| $6.83M | 0.31% |
40,843
+4,168
|
|
||
70
Walt Disney
DIS
$183B
| $6.76M | 0.31% |
59,081
+3,700
|
|
||
71
Royal Bank of Canada
RY
$232B
| $6.76M | 0.31% |
23,045
-44,245
|
|
||
72
Chipotle Mexican Grill
CMG
$47.8B
| $6.75M | 0.3% |
13,911
-37,350
|
|
||
73
TJX Companies
TJX
$180B
| $6.7M | 0.3% |
46,359
+9,305
|
|
||
74
Progressive
PGR
$124B
| $6.61M | 0.3% |
26,756
+1,700
|
|
||
75
State Street
STT
$35.3B
| $6.55M | 0.3% |
56,492
+2,283
|
|