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
$1B
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$9.09M
3
+$7.62M
4
CHE icon
Chemed
CHE
+$7.48M
5
BDX icon
Becton Dickinson
BDX
+$7.17M

Top Sells

1
+$10.1M
2
+$9.85M
3
+$9.24M
4
ILMN icon
Illumina
ILMN
+$6.84M
5
PSMT icon
Pricesmart
PSMT
+$6.05M

Sector Composition

1 Healthcare 35.1%
2 Consumer Discretionary 14.64%
3 Consumer Staples 9.89%
4 Financials 9.49%
5 Technology 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.88M 0.29%
44,778
+1,543
77
$2.87M 0.28%
15,614
+693
78
$2.82M 0.28%
20,249
+806
79
$2.75M 0.27%
25,393
+5,158
80
$2.71M 0.27%
77,930
-19,755
81
$2.68M 0.27%
23,257
-3,156
82
$2.68M 0.27%
86,025
-20,258
83
$2.68M 0.27%
7,578
-14,641
84
$2.66M 0.26%
26,952
+5,672
85
$2.65M 0.26%
158,158
-33,369
86
$2.62M 0.26%
33,910
+1,335
87
$2.58M 0.26%
17,625
+686
88
$2.38M 0.24%
26,928
-432
89
$2.38M 0.24%
32,378
-45
90
$2.34M 0.23%
72,518
+2,818
91
$2.34M 0.23%
161,056
+8,560
92
$2.3M 0.23%
28,012
+6,600
93
$2.3M 0.23%
20,710
+29
94
$2.23M 0.22%
75,795
+44,159
95
$2.23M 0.22%
97,305
+36,317
96
$2.17M 0.22%
14,462
-412
97
$2.15M 0.21%
24,483
+3,377
98
$2.15M 0.21%
19,044
+3,792
99
$2.13M 0.21%
20,807
+1,732
100
$2.13M 0.21%
10,920
+21
2 3
4
5 6