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
$1.42B
AUM Growth
+$681M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$34.4M
3
+$30.1M
4
AMZN icon
Amazon
AMZN
+$23.6M
5
META icon
Meta Platforms (Facebook)
META
+$15.9M

Top Sells

1
+$9.54M
2
+$6.62M
3
+$6.26M
4
BC icon
Brunswick
BC
+$5.79M
5
TOL icon
Toll Brothers
TOL
+$3.88M

Sector Composition

1 Technology 27%
2 Healthcare 21.53%
3 Consumer Discretionary 14.22%
4 Financials 12.86%
5 Communication Services 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.22M 0.37%
175,000
+25,000
77
$5.08M 0.36%
114,222
-20,158
78
$5.07M 0.36%
50,779
79
$5.01M 0.35%
+7,701
80
$4.89M 0.34%
116,572
+62,213
81
$4.87M 0.34%
75,453
82
$4.81M 0.34%
+67,085
83
$4.68M 0.33%
51,249
+34,090
84
$4.67M 0.33%
93,658
+47,063
85
$4.66M 0.33%
+16,381
86
$4.53M 0.32%
349,791
+302,721
87
$4.4M 0.31%
41,829
-1,130
88
$4.37M 0.31%
+22,891
89
$4.21M 0.3%
+16,844
90
$4.2M 0.3%
+16,815
91
$4.19M 0.3%
+59,900
92
$4.17M 0.29%
+1,150
93
$4.16M 0.29%
41,690
+23,459
94
$4.1M 0.29%
35,254
-2,732
95
$4.1M 0.29%
33,479
+20,069
96
$4.08M 0.29%
51,476
+4,728
97
$3.91M 0.28%
+17,178
98
$3.9M 0.27%
327,111
99
$3.88M 0.27%
+26,640
100
$3.84M 0.27%
138,464
+75,018
2 3
4
5 6