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
$829M
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$27.7M
3
+$23.8M
4
ZTS icon
Zoetis
ZTS
+$14.5M
5
EL icon
Estee Lauder
EL
+$10.6M

Top Sells

1
+$91.3M
2
+$21.6M
3
+$18.3M
4
META icon
Meta Platforms (Facebook)
META
+$18.1M
5
UNH icon
UnitedHealth
UNH
+$15.4M

Sector Composition

1 Healthcare 28.81%
2 Consumer Discretionary 20.19%
3 Technology 15.08%
4 Consumer Staples 8.68%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.2%
+13,359
77
$1.63M 0.2%
13,622
+1,730
78
$1.6M 0.19%
+40,769
79
$1.47M 0.18%
+41,437
80
$1.42M 0.17%
9,702
+2,987
81
$1.42M 0.17%
18,001
+1,292
82
$1.41M 0.17%
13,234
+4,610
83
$1.4M 0.17%
+9,251
84
$1.38M 0.17%
7,265
+2,872
85
$1.35M 0.16%
12,480
+9,840
86
$1.32M 0.16%
9,833
+3,147
87
$1.31M 0.16%
23,907
88
$1.27M 0.15%
17,908
+6,487
89
$1.26M 0.15%
12,168
-2,388
90
$1.23M 0.15%
54,012
+14,260
91
$1.2M 0.15%
18,014
92
$1.2M 0.14%
+22,336
93
$1.18M 0.14%
34,660
-250,000
94
$1.18M 0.14%
18,881
+2,800
95
$1.18M 0.14%
16,584
+3,937
96
$1.18M 0.14%
+29,880
97
$1.15M 0.14%
+43,404
98
$1.12M 0.14%
8,060
+3,082
99
$1.12M 0.14%
+37,319
100
$1.08M 0.13%
32,295
+13,366
2 3
4
5 6