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
$898M
AUM Growth
-$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$28.5M
3
+$28.4M
4
CVS icon
CVS Health
CVS
+$26.9M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$21.5M

Top Sells

1
+$39.8M
2
+$25.2M
3
+$19.4M
4
NWL icon
Newell Brands
NWL
+$17.7M
5
LNKD
LinkedIn Corporation
LNKD
+$16.5M

Sector Composition

1 Healthcare 26.61%
2 Consumer Discretionary 15.76%
3 Technology 14.09%
4 Financials 11.09%
5 Consumer Staples 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.32M 0.15%
15,769
+8,071
102
$1.32M 0.15%
10,126
-4,874
103
$1.3M 0.14%
11,209
+5,707
104
$1.24M 0.14%
14,586
+9,846
105
$1.24M 0.14%
18,177
-35,604
106
$1.24M 0.14%
8,097
+4,997
107
$1.23M 0.14%
+7,395
108
$1.23M 0.14%
18,888
-9,377
109
$1.22M 0.14%
21,238
-285,824
110
$1.21M 0.13%
6,402
+402
111
$1.21M 0.13%
34,206
-42,794
112
$1.19M 0.13%
24,341
-204,929
113
$1.18M 0.13%
16,927
-76,109
114
$1.18M 0.13%
15,698
-82,649
115
$1.16M 0.13%
26,067
+19,135
116
$1.16M 0.13%
7,205
+4,965
117
$1.16M 0.13%
20,428
+17,117
118
$1.16M 0.13%
+14,356
119
$1.15M 0.13%
20,900
-57,521
120
$1.14M 0.13%
31,421
-70,079
121
$1.14M 0.13%
10,034
+7,349
122
$1.11M 0.12%
23,402
+9,402
123
$1.11M 0.12%
15,157
+10,722
124
$1.11M 0.12%
53,903
+40,104
125
$1.11M 0.12%
45,303
-488,216
3 4
5
6 7