LOAMS
Lombard Odier Asset Management (Switzerland) Portfolio holdings
AUM
$2.22B
1-Year Est. Return
30.1%
1 Year Est. Return
+30.1%
AUM
$2.22B
AUM Growth
+$233M
(+12%)
Holding
306
Top Buys
| 1 | +$149M | |
| 2 | +$62.1M | |
| 3 | +$25M | |
| 4 |
Honeywell
HON
|
+$13.6M |
| 5 |
Allstate
ALL
|
+$13M |
Top Sells
| 1 | +$117M | |
| 2 | +$46M | |
| 3 | +$18.1M | |
| 4 |
Visa
V
|
+$17.7M |
| 5 |
Kinder Morgan
KMI
|
+$16.8M |
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 | |
|---|---|---|---|---|---|---|
76
Coca-Cola Europacific Partners
CCEP
$41.7B
| $6.39M | 0.29% |
70,702
-5,801
|
|
||
77
Cigna
CI
$74B
| $6.28M | 0.28% |
21,795
+919
|
|
||
78
Western Digital
WDC
$52.6B
| $6.16M | 0.28% |
41,472
+21,973
|
|
||
79
Carnival Corp
CCL
$34B
| $6.08M | 0.27% |
210,371
-4,543
|
|
||
80
Dominion Energy
D
$51.8B
| $6.05M | 0.27% |
98,890
+2,900
|
|
||
81
S&P Global
SPGI
$151B
| $6.03M | 0.27% |
12,384
+1,013
|
|
||
82
Republic Services
RSG
$65.9B
| $5.98M | 0.27% |
26,047
+5,868
|
|
||
83
Gilead Sciences
GILD
$154B
| $5.94M | 0.27% |
53,544
+232
|
|
||
84
Newmont
NEM
$99.1B
| $5.9M | 0.27% |
69,998
-838
|
|
||
|
CNH
85
CNH Industrial
CNH
$11.6B
| $5.86M | 0.26% |
84,003
+32,719
|
|
||
86
Berkshire Hathaway Class B
BRK.B
$1.09T
| $5.84M | 0.26% |
149,002
+110,317
|
|
||
87
Union Pacific
UNP
$139B
| $5.79M | 0.26% |
24,502
-135
|
|
||
88
Waste Management
WM
$86.6B
| $5.73M | 0.26% |
25,970
+1,800
|
|
||
89
Danaher
DHR
$162B
| $5.65M | 0.25% |
28,476
+4,084
|
|
||
90
Chubb
CB
$116B
| $5.47M | 0.25% |
+19,370
|
|
||
91
Charles Schwab
SCHW
$164B
| $5.45M | 0.25% |
57,034
+1,660
|
|
||
92
Jabil
JBL
$22.6B
| $5.37M | 0.24% |
24,739
-4,184
|
|
||
93
Elevance Health
ELV
$73.9B
| $5.36M | 0.24% |
16,594
+2,432
|
|
||
94
Take-Two Interactive
TTWO
$45.1B
| $5.32M | 0.24% |
+20,579
|
|
||
95
Amphenol
APH
$169B
| $5.3M | 0.24% |
42,817
+3,800
|
|
||
96
Arista Networks
ANET
$159B
| $5.27M | 0.24% |
36,197
-2,386
|
|
||
97
UnitedHealth
UNH
$299B
| $5.27M | 0.24% |
186,569
+144,128
|
|
||
98
Texas Instruments
TXN
$163B
| $5.11M | 0.23% |
27,810
-1,227
|
|
||
99
Intuitive Surgical
ISRG
$200B
| $5.07M | 0.23% |
11,347
+453
|
|
||
100
Rocket Lab Corp
RKLB
$22.6B
| $5M | 0.23% |
+44,369
|
|