LOAMS
Lombard Odier Asset Management (Switzerland) Portfolio holdings
AUM
$1.98B
This Quarter Return
+3.84%
1 Year Return
+25.93%
3 Year Return
+103.45%
5 Year Return
+160.5%
10 Year Return
+469.02%
AUM
$396M
AUM Growth
+$396M
(-5.5%)
Cap. Flow
-$17.4M
Cap. Flow
% of AUM
-4.39%
Top 10 Holdings %
Top 10 Hldgs %
45.19%
Holding
119
New
14
Increased
21
Reduced
19
Closed
21
Top Buys
| 1 |
Voya Financial
VOYA
|
$13.7M |
| 2 |
Morgan Stanley
MS
|
$12.3M |
| 3 |
Brunswick
BC
|
$8.18M |
| 4 |
TIF
Tiffany & Co.
TIF
|
$6.19M |
| 5 |
PENN Entertainment
PENN
|
$5.86M |
Top Sells
| 1 |
Medtronic
MDT
|
$17.3M |
| 2 |
Zimmer Biomet
ZBH
|
$15.6M |
| 3 |
WOOF
VCA Inc.
WOOF
|
$12.4M |
| 4 |
Ventas
VTR
|
$11.3M |
| 5 |
Healthcare Realty
HR
|
$10.4M |
Sector Composition
| 1 | Healthcare | 45.59% |
| 2 | Consumer Discretionary | 22.77% |
| 3 | Financials | 12.63% |
| 4 | Consumer Staples | 5.08% |
| 5 | Communication Services | 1.55% |