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LOAMS

Lombard Odier Asset Management (Switzerland) Portfolio holdings

AUM $2.63B
1-Year Est. Return 31.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$929M
AUM Growth
-$2.96B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$17.4M
3
+$14.3M
4
BCR
CR Bard Inc.
BCR
+$12.5M
5
NWL icon
Newell Brands
NWL
+$12.4M

Top Sells

1
+$95.4M
2
+$75.4M
3
+$67.7M
4
MSFT icon
Microsoft
MSFT
+$64.2M
5
META icon
Meta Platforms (Facebook)
META
+$53.8M

Sector Composition

1 Technology 19.13%
2 Consumer Discretionary 13.93%
3 Healthcare 9.87%
4 Consumer Staples 6.77%
5 Industrials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-202,000
802
– –
-34,541
803
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-798,000
804
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-104,247
805
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-16,600
806
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-210,512
807
– –
-338,275
808
– –
-59,027
809
– –
-11,700
810
– –
-12,350
811
– –
-12,652
812
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-21,100
813
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-11,200
814
– –
-733,750
815
– –
-47,795
816
– –
-76,300
817
– –
-24,057
818
– –
-38,891
819
– –
-99,200
820
– –
-37,988
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