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
$396M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$12.3M
3 +$8.18M
4
TIF
Tiffany & Co.
TIF
+$6.19M
5
PENN icon
PENN Entertainment
PENN
+$5.86M

Top Sells

1 +$17.3M
2 +$15.6M
3 +$12.4M
4
VTR icon
Ventas
VTR
+$11.3M
5
HR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,017