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
$829M
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$27.7M
3
+$23.8M
4
ZTS icon
Zoetis
ZTS
+$14.5M
5
EL icon
Estee Lauder
EL
+$10.6M

Top Sells

1
+$91.3M
2
+$21.6M
3
+$18.3M
4
META icon
Meta Platforms (Facebook)
META
+$18.1M
5
UNH icon
UnitedHealth
UNH
+$15.4M

Sector Composition

1 Healthcare 28.81%
2 Consumer Discretionary 20.19%
3 Technology 15.08%
4 Consumer Staples 8.68%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.07M 0.13%
+20,152
102
$1.04M 0.13%
4,196
+746
103
$1.03M 0.12%
9,720
-170,700
104
$1.01M 0.12%
+54,730
105
$981K 0.12%
+18,898
106
$981K 0.12%
19,269
+4,770
107
$978K 0.12%
32,546
+23,940
108
$976K 0.12%
8,767
+1,197
109
$965K 0.12%
7,222
110
$962K 0.12%
+15,200
111
$958K 0.12%
17,755
+2,275
112
$940K 0.11%
+5,264
113
$917K 0.11%
6,895
+1,786
114
$916K 0.11%
16,006
+4,673
115
$916K 0.11%
+10,546
116
$912K 0.11%
+8,872
117
$895K 0.11%
5,219
+870
118
$878K 0.11%
7,049
+724
119
$863K 0.1%
+37,015
120
$852K 0.1%
13,395
+4,382
121
$843K 0.1%
14,250
+3,364
122
$840K 0.1%
26,425
+7,992
123
$820K 0.1%
15,677
124
$818K 0.1%
7,705
125
$816K 0.1%
7,973
3 4
5
6 7