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
$938M
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$15.4M
3
+$12.6M
4
TAL icon
TAL Education Group
TAL
+$12.4M
5
YUMC icon
Yum China
YUMC
+$10.9M

Top Sells

1
+$15M
2
+$13M
3
+$11.1M
4
ZTS icon
Zoetis
ZTS
+$10.5M
5
DHR icon
Danaher
DHR
+$10M

Sector Composition

1 Healthcare 30.09%
2 Consumer Discretionary 15.85%
3 Financials 12.01%
4 Technology 10.5%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.26M 0.13%
75,726
+36,250
102
$1.22M 0.13%
+5,769
103
$1.22M 0.13%
+26,073
104
$1.21M 0.13%
109,170
+33,306
105
$1.2M 0.13%
63,807
106
$1.19M 0.13%
+3,348
107
$1.19M 0.12%
+4,722
108
$1.18M 0.12%
95,292
+47,004
109
$1.16M 0.12%
29,547
+1,836
110
$1.16M 0.12%
+9,274
111
$1.16M 0.12%
+2,243
112
$1.14M 0.12%
47,473
+11,061
113
$1.14M 0.12%
+9,156
114
$1.13M 0.12%
112,167
+15,476
115
$1.13M 0.12%
+3,348
116
$1.12M 0.12%
+5,704
117
$1.12M 0.12%
19,235
-1,379
118
$1.08M 0.11%
+3,022
119
$1.06M 0.11%
+3,265
120
$1.06M 0.11%
21,468
+3,009
121
$1.05M 0.11%
16,605
+4,960
122
$1.05M 0.11%
50,589
+14,110
123
$1.05M 0.11%
+12,254
124
$1.05M 0.11%
+7,125
125
$1.05M 0.11%
+18,978
3 4
5
6 7