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
$878M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.1M
3
+$12.6M
4
LOW icon
Lowe's Companies
LOW
+$9.07M
5
VTR icon
Ventas
VTR
+$8.95M

Top Sells

1
+$10M
2
+$9.09M
3
+$8.86M
4
MS icon
Morgan Stanley
MS
+$8.72M
5
HAE icon
Haemonetics
HAE
+$8.71M

Sector Composition

1 Healthcare 34.6%
2 Consumer Discretionary 15.02%
3 Consumer Staples 10.49%
4 Real Estate 6.92%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.15M 0.24%
49,538
+18,892
77
$2.1M 0.24%
23,055
+18,411
78
$2.1M 0.24%
28,621
+16,286
79
$2.08M 0.24%
12,412
+8,569
80
$2.07M 0.24%
32,845
+11,955
81
$2.05M 0.23%
18,515
+8,151
82
$2.04M 0.23%
29,889
-30,502
83
$2.01M 0.23%
30,620
-84,207
84
$1.92M 0.22%
30,909
+20,293
85
$1.85M 0.21%
+73,624
86
$1.84M 0.21%
40,314
-23,257
87
$1.8M 0.2%
11,409
+9,891
88
$1.71M 0.19%
22,346
+13,722
89
$1.68M 0.19%
25,704
90
$1.67M 0.19%
36,358
+26,148
91
$1.62M 0.18%
17,590
+10,384
92
$1.61M 0.18%
13,968
+10,696
93
$1.58M 0.18%
35,451
-4,659
94
$1.57M 0.18%
8,070
-6,050
95
$1.55M 0.18%
75,228
-22,077
96
$1.55M 0.18%
78,332
+19,373
97
$1.54M 0.17%
16,164
+8,372
98
$1.53M 0.17%
18,961
+14,356
99
$1.5M 0.17%
30,124
+18,187
100
$1.49M 0.17%
31,440
+10,887
2 3
4
5 6