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
$983M
AUM Growth
-$438M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$4.67M
3
+$4.59M
4
ENPH icon
Enphase Energy
ENPH
+$4.44M
5
AA icon
Alcoa
AA
+$3.51M

Top Sells

1
+$18.1M
2
+$17.5M
3
+$15.4M
4
MFC icon
Manulife Financial
MFC
+$15M
5
MRK icon
Merck
MRK
+$14.9M

Sector Composition

1 Technology 38.93%
2 Consumer Discretionary 12.43%
3 Financials 11.44%
4 Communication Services 9.66%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.46M 0.35%
58,251
-2,239
77
$3.37M 0.34%
+13,212
78
$3.34M 0.34%
16,093
-1,810
79
$3.25M 0.33%
33,232
-9,713
80
$3.24M 0.33%
33,330
-2,912
81
$3.23M 0.33%
51,021
-8,879
82
$3.2M 0.33%
87,012
+27,938
83
$3.19M 0.32%
28,399
-474
84
$3.14M 0.32%
31,624
-1,855
85
$3.11M 0.32%
79,423
-2,686
86
$3.11M 0.32%
23,969
-2,671
87
$3.09M 0.31%
13,533
-499
88
$3.06M 0.31%
55,607
-3,178
89
$2.82M 0.29%
18,947
-1,258
90
$2.79M 0.28%
52,144
+4,608
91
$2.72M 0.28%
15,467
-656
92
$2.71M 0.28%
19,605
-574
93
$2.69M 0.27%
34,694
+361
94
$2.68M 0.27%
42,222
+6,084
95
$2.49M 0.25%
13,519
-1,199
96
$2.48M 0.25%
34,982
+4,868
97
$2.43M 0.25%
15,234
-42,847
98
$2.41M 0.25%
32,741
-1,598
99
$2.31M 0.24%
10,831
+1,669
100
$2.26M 0.23%
46,148
-246
2 3
4
5 6