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
$929M
AUM Growth
-$2.96B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$18.1M
3
+$14.5M
4
NWL icon
Newell Brands
NWL
+$13.3M
5
BCR
CR Bard Inc.
BCR
+$12.9M

Top Sells

1
+$93.4M
2
+$78.1M
3
+$74M
4
MSFT icon
Microsoft
MSFT
+$63.8M
5
META icon
Meta Platforms (Facebook)
META
+$55.2M

Sector Composition

1 Technology 19.16%
2 Consumer Discretionary 13.93%
3 Healthcare 9.87%
4 Consumer Staples 6.77%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.29M 0.14%
14,400
-28,060
102
$1.23M 0.13%
17,300
-8,077
103
$1.23M 0.13%
24,086
-36,105
104
$1.21M 0.13%
+7,200
105
$1.2M 0.13%
87,500
-1,114,350
106
$1.2M 0.13%
30,144
-31,020
107
$1.19M 0.13%
26,292
-152,433
108
$1.17M 0.13%
6,000
-52,838
109
$1.16M 0.12%
13,612
-60,330
110
$1.14M 0.12%
13,197
-9,367
111
$1.11M 0.12%
17,100
-337,634
112
$1.1M 0.12%
12,100
-8,164
113
$1.09M 0.12%
19,500
-52,819
114
$1.07M 0.11%
+6,668
115
$1.06M 0.11%
21,700
-11,564
116
$1.06M 0.11%
+40,048
117
$1.02M 0.11%
20,736
-6,766
118
$1.01M 0.11%
+15,800
119
$1M 0.11%
+42,541
120
$999K 0.11%
21,409
-1,367,509
121
$988K 0.11%
17,158
-19,342
122
$987K 0.11%
+43,645
123
$981K 0.11%
+21,822
124
$978K 0.11%
17,013
+36
125
$946K 0.1%
+58,383
3 4
5
6 7