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
$1.27B
AUM Growth
-$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$26.4M
3
+$24.7M
4
HALO icon
Halozyme
HALO
+$24.5M
5
ELS icon
Equity Lifestyle Properties
ELS
+$22.9M

Top Sells

1
+$28.6M
2
+$24.6M
3
+$24.1M
4
ABT icon
Abbott
ABT
+$15.5M
5
POOL icon
Pool Corp
POOL
+$14.2M

Sector Composition

1 Healthcare 56.62%
2 Financials 13.8%
3 Consumer Discretionary 12.01%
4 Technology 6.24%
5 Energy 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.14M 0.25%
23,042
-5,506
77
$2.96M 0.23%
34,963
+21,989
78
$2.87M 0.23%
+51,633
79
$2.64M 0.21%
27,700
+2,100
80
$2.63M 0.21%
221,774
-163,666
81
$2.55M 0.2%
14,384
-1,483
82
$2.43M 0.19%
14,672
+11,528
83
$2.41M 0.19%
+23,820
84
$2.34M 0.18%
50,917
+39,241
85
$2.2M 0.17%
16,026
-993
86
$2.17M 0.17%
+58,552
87
$2.11M 0.17%
+16,363
88
$2.08M 0.16%
16,415
89
$2.08M 0.16%
10,153
+7,403
90
$2.02M 0.16%
49,044
-7,375
91
$2.02M 0.16%
25,869
+19,658
92
$1.99M 0.16%
32,824
+23,710
93
$1.96M 0.15%
37,790
+1,955
94
$1.95M 0.15%
+75,629
95
$1.9M 0.15%
12,514
+7,943
96
$1.83M 0.14%
+15,288
97
$1.82M 0.14%
+17,500
98
$1.8M 0.14%
106,726
+26,033
99
$1.78M 0.14%
+56,484
100
$1.74M 0.14%
18,572
+16,182
2 3
4
5 6