LOAMS

Lombard Odier Asset Management (Switzerland) Portfolio holdings

AUM $2.22B
1-Year Est. Return 30.1%
This Quarter Est. Return
1 Year Est. Return
+30.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$16.6M
3
+$12M
4
CCL icon
Carnival Corp
CCL
+$11.6M
5
AAPL icon
Apple
AAPL
+$9.88M

Top Sells

1
+$21.3M
2
+$20.5M
3
+$20.4M
4
BC icon
Brunswick
BC
+$11.1M
5
A icon
Agilent Technologies
A
+$10.4M

Sector Composition

1 Healthcare 33.24%
2 Technology 15.87%
3 Consumer Discretionary 14.63%
4 Consumer Staples 11.19%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.02M 0.24%
18,026
+5,546
77
$1.98M 0.23%
17,376
+3,754
78
$1.97M 0.23%
47,615
-16,615
79
$1.96M 0.23%
92,708
+81,500
80
$1.95M 0.23%
14,200
+4,498
81
$1.85M 0.22%
13,318
+5,258
82
$1.77M 0.21%
24,555
+5,674
83
$1.74M 0.21%
+13,922
84
$1.72M 0.2%
29,005
+26,150
85
$1.71M 0.2%
33,976
-5,501
86
$1.7M 0.2%
39,354
-1,415
87
$1.63M 0.19%
+50,917
88
$1.61M 0.19%
14,127
+5,360
89
$1.59M 0.19%
+33,621
90
$1.55M 0.18%
27,994
-72,091
91
$1.53M 0.18%
22,941
+20,097
92
$1.52M 0.18%
51,555
+8,151
93
$1.5M 0.18%
18,001
94
$1.5M 0.18%
22,470
+2,318
95
$1.47M 0.17%
41,065
+39,611
96
$1.43M 0.17%
27,129
+25,158
97
$1.41M 0.17%
21,994
+5,410
98
$1.41M 0.17%
9,251
99
$1.4M 0.17%
48,291
-4,375
100
$1.37M 0.16%
+11,480
2 3
4
5 6