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
$2.35B
AUM Growth
+$136M
(+6.1%)
Holding
325
Top Buys
| 1 | +$99.7M | |
| 2 | +$71.5M | |
| 3 | +$22.1M | |
| 4 |
Home Depot
HD
|
+$15.9M |
| 5 |
Procter & Gamble
PG
|
+$12.8M |
Top Sells
| 1 | +$77.4M | |
| 2 | +$60.2M | |
| 3 | +$52.2M | |
| 4 |
Honeywell
HON
|
+$48.4M |
| 5 |
UnitedHealth
UNH
|
+$47.8M |
Sector Composition
| 1 | Technology | 38.67% |
| 2 | Financials | 14.34% |
| 3 | Communication Services | 11.1% |
| 4 | Consumer Discretionary | 10.78% |
| 5 | Healthcare | 8.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Palo Alto Networks
PANW
$130B
| $6.92M | 0.29% |
37,559
-17,394
|
|
||
|
SA
77
Seabridge Gold
SA
$3.72B
| $6.72M | 0.29% |
+24,410
|
|
||
78
Gilead Sciences
GILD
$184B
| $6.58M | 0.28% |
53,644
+100
|
|
||
79
ServiceNow
NOW
$119B
| $6.5M | 0.28% |
+42,410
|
|
||
80
MetLife
MET
$47.9B
| $6.4M | 0.27% |
81,086
+45,300
|
|
||
81
American International
AIG
$42.1B
| $6.28M | 0.27% |
73,416
+24,854
|
|
||
82
TJX Companies
TJX
$180B
| $6.28M | 0.27% |
40,883
-5,476
|
|
||
83
Bank of Montreal
BMO
$103B
| $6.26M | 0.27% |
48,196
+37,500
|
|
||
84
CBRE Group
CBRE
$41.9B
| $6.21M | 0.26% |
38,649
+17,638
|
|
||
85
Nike
NKE
$86.8B
| $6.19M | 0.26% |
97,203
+65,876
|
|
||
86
Sherwin-Williams
SHW
$86.2B
| $6.08M | 0.26% |
+18,767
|
|
||
87
Analog Devices
ADI
$167B
| $6.08M | 0.26% |
22,411
-74,347
|
|
||
88
Accenture
ACN
$130B
| $6.04M | 0.26% |
22,511
-31,468
|
|
||
89
Lowe's Companies
LOW
$145B
| $6.04M | 0.26% |
25,034
-3,374
|
|
||
90
Cencora
COR
$71.8B
| $5.94M | 0.25% |
+17,575
|
|
||
91
Western Digital
WDC
$88.6B
| $5.88M | 0.25% |
34,129
-7,343
|
|
||
92
PNC Financial Services
PNC
$86.5B
| $5.64M | 0.24% |
27,016
+14,200
|
|
||
93
Exxon Mobil
XOM
$624B
| $5.63M | 0.24% |
46,769
-25,636
|
|
||
94
Progressive
PGR
$124B
| $5.48M | 0.23% |
24,056
-2,700
|
|
||
95
Union Pacific
UNP
$158B
| $5.44M | 0.23% |
23,502
-1,000
|
|
||
96
AT&T
T
$203B
| $5.38M | 0.23% |
216,769
+201,491
|
|
||
97
Vertex Pharmaceuticals
VRTX
$121B
| $5.3M | 0.23% |
+11,692
|
|
||
98
Uber
UBER
$158B
| $5.12M | 0.22% |
+62,668
|
|
||
99
Boston Scientific
BSX
$107B
| $5.12M | 0.22% |
53,664
-39,803
|
|
||
100
Arista Networks
ANET
$170B
| $5.1M | 0.22% |
38,897
+2,700
|
|