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
$938M
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$15.4M
3
+$12.6M
4
TAL icon
TAL Education Group
TAL
+$12.4M
5
YUMC icon
Yum China
YUMC
+$10.9M

Top Sells

1
+$15M
2
+$13M
3
+$11.1M
4
ZTS icon
Zoetis
ZTS
+$10.5M
5
DHR icon
Danaher
DHR
+$10M

Sector Composition

1 Healthcare 30.09%
2 Consumer Discretionary 15.85%
3 Financials 12.01%
4 Technology 10.5%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.8M 0.19%
19,010
+3,107
77
$1.77M 0.19%
+21,900
78
$1.73M 0.18%
11,685
+1,360
79
$1.73M 0.18%
+24,856
80
$1.66M 0.17%
+9,777
81
$1.64M 0.17%
+2,933
82
$1.59M 0.17%
25,144
+6,247
83
$1.58M 0.17%
+10,036
84
$1.56M 0.16%
33,317
+8,291
85
$1.54M 0.16%
+10,418
86
$1.53M 0.16%
11,730
-252
87
$1.53M 0.16%
70,874
-2,633
88
$1.52M 0.16%
32,926
+13,694
89
$1.5M 0.16%
10,105
-346
90
$1.49M 0.16%
59,672
91
$1.48M 0.16%
+10,314
92
$1.46M 0.15%
24,605
+9,275
93
$1.39M 0.15%
38,756
+17,841
94
$1.39M 0.15%
23,229
+2,481
95
$1.37M 0.14%
22,557
-7,056
96
$1.35M 0.14%
+11,043
97
$1.33M 0.14%
+5,879
98
$1.3M 0.14%
+15,598
99
$1.3M 0.14%
12,886
+1,158
100
$1.29M 0.14%
+5,878
2 3
4
5 6